Filed January 24, 2014
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 Service code 15 · EIN 94-1347393 | Recordkeeping | $318,595 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $40,000 |
THORNHILL FINANCIAL, INC.5+ years Filed as: THORNHILL FINANCIAL Service code 10 · EIN 34-1818419 | Accounting | $7,500 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,404 | $65,708-73.5% | $76,817-77.3% | $77,787-77.6% |
| Participation rate | 90.1% | 79.0%+11.1pp | 72.1%+18.0pp | 73.2%+16.8pp |
| Annual return | 22.43% | 49.86%-27.4pp | 1166.11%-1143.7pp | 32.57%-10.1pp |
| Employer contribution / active EE | $813 | $2,167-62.5% | $2,302-64.7% | $2,504-67.5% |
| Participant deferral / active EE | $2,540 | $3,254-21.9% | $3,336-23.9% | $3,967-36.0% |
| Admin fee / account holder | $73 | $91-20.0% | $6,420-98.9% | $100-27.4% |