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.3+ years Filed as: WELLS FARGO N.A. Service code 37 · EIN 94-1347393 | Loan Processing | $51,080 |
ARY ROEPCKE MULCHAEY, P.C.3+ years Service code 10 · EIN 52-2370901 | Accounting | $13,948 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,650 | $71,666-55.8% | $117,854-73.1% | $69,631-54.5% |
| Participation rate | 97.4% | 77.5%+19.8pp | 79.7%+17.7pp | 70.7%+26.7pp |
| Annual return | -5.21% | 18.86%-24.1pp | 335.08%-340.3pp | 27571.02%-27576.2pp |
| Employer contribution / active EE | $1,395 | $1,889-26.1% | $3,786-63.1% | $2,032-31.3% |
| Participant deferral / active EE | $2,263 | $3,340-32.2% | $4,482-49.5% | $3,224-29.8% |
| Admin fee / account holder | $80 | $120-33.2% | $8,020-99.0% | $110-27.3% |