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 LLP3+ years Filed as: SHEPARD KAPLAN Service code 50 · EIN 83-0368447 | Direct Payment | $223,385 |
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $162,825 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $124,980 | $88,730+40.9% | $82,313+51.8% | $77,958+60.3% |
| Participation rate | 99.1% | 84.5%+14.6pp | 76.9%+22.2pp | 71.6%+27.5pp |
| Annual return | 17.30% | 20.88%-3.6pp | 25.88%-8.6pp | 20.87%-3.6pp |
| Employer contribution / active EE | $5,424 | $2,758+96.7% | $2,428+123.4% | $2,310+134.8% |
| Participant deferral / active EE | $8,920 | $4,634+92.5% | $3,706+140.7% | $3,537+152.2% |
| Admin fee / account holder | $186 | $74+151.2% | $5,608-96.7% | $97+90.8% |