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.5+ years Filed as: WELLS FARGO Service code 15 · EIN 94-1347393 | Recordkeeping | $1,797,770 |
NEPC, LLC5+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $170,000 |
ERNST & YOUNG LLP5+ years Filed as: ERNST & YOUNG LP Service code 10 · EIN 34-6565596 | Accounting | $161,510 |
GROOM LAW GROUP4+ years Filed as: GROOM LAW GROUP, CHARTERED Service code 14 · EIN 52-1219029 | Plan Administrator | $130,649 |
ARY ROEPCKE MULCHAEY, P.C.5+ years Service code 10 · EIN 52-2370901 | Accounting | $102,725 |
FINDLEY1 year Filed as: FINDLEY, INC Service code 38 · EIN 62-0853448 | Participant Communication | $12,500 |
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 | $77,321 | $85,938-10.0% | $125,175-38.2% | $89,569-13.7% |
| Participation rate | 93.1% | 73.9%+19.2pp | 79.8%+13.3pp | 69.6%+23.5pp |
| Annual return | 22.67% | 20.69%+2.0pp | 43.79%-21.1pp | 34.56%-11.9pp |
| Employer contribution / active EE | $3,803 | $2,681+41.9% | $3,865-1.6% | $2,584+47.2% |
| Participant deferral / active EE | $4,813 | $3,818+26.1% | $4,937-2.5% | $4,220+14.0% |
| Admin fee / account holder | $50 | $56-10.6% | $9,702-99.5% | $72-29.6% |