Filed July 16, 2015
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 |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 15 · EIN 94-1347393 | Recordkeeping | $1,882,064 |
NEPC, LLC2+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $242,529 |
ARY ROEPCKE MULCHAEY, P.C.2+ years Service code 10 · EIN 52-2370901 | Accounting | $178,200 |
ERNST & YOUNG LLP2+ years Filed as: ERNST & YOUNG LP Service code 10 · EIN 34-6565596 | Accounting | $146,960 |
GROOM LAW GROUP1+ years Filed as: GROOM LAW GROUP, CHARTERED Service code 14 · EIN 52-1219029 | Plan Administrator | $55,922 |
THOMPSON HINE2+ years Service code 29 · EIN 34-0575300 | Legal | $26,875 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,832 | $79,480-4.6% | $108,579-30.2% | $329,111-77.0% |
| Participation rate | 92.0% | 72.0%+20.0pp | 79.6%+12.4pp | 67.9%+24.2pp |
| Annual return | 28.94% | 18.07%+10.9pp | -51.70%+80.6pp | 16.35%+12.6pp |
| Employer contribution / active EE | $3,182 | $2,317+37.3% | $3,758-15.3% | $2,303+38.1% |
| Participant deferral / active EE | $4,295 | $3,243+32.4% | $4,311-0.4% | $3,682+16.7% |
| Admin fee / account holder | $57 | $68-15.8% | $7,645-99.3% | $754-92.4% |