Filed June 17, 2012
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
SHEPARD SCHWARTZ & HARRIS LLP2+ years Filed as: SHEPARD KAPLAN Service code 50 · EIN 83-0368447 | Direct Payment | $229,267 |
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $181,084 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,254 | $80,211+33.7% | $74,183+44.6% | $63,975+67.7% |
| Participation rate | 98.1% | 84.2%+13.9pp | 76.6%+21.5pp | 71.1%+27.0pp |
| Annual return | 8.94% | 14.13%-5.2pp | 17.74%-8.8pp | 48.65%-39.7pp |
| Employer contribution / active EE | $5,259 | $2,553+106.0% | $2,370+121.9% | $2,182+141.1% |
| Participant deferral / active EE | $8,493 | $4,370+94.3% | $3,550+139.3% | $3,356+153.0% |
| Admin fee / account holder | $214 | $67+219.1% | $5,586-96.2% | $70+204.4% |