Filed April 22, 2014 (most recent of 4 filings on file)
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 ADVISORS Service code 16 · EIN 34-1542819 | Consulting | $25,200 |
CROW HOLDINGS CAPITAL1+ years Filed as: CROW HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $11,615 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $95,446 | $63,905+49.4% | $74,183+28.7% | $57,658+65.5% |
| Participation rate | 96.8% | 79.8%+17.0pp | 76.6%+20.1pp | 70.2%+26.5pp |
| Annual return | -28.67% | 60.60%-89.3pp | 17.74%-46.4pp | 5.13%-33.8pp |
| Employer contribution / active EE | $3,310 | $1,840+79.8% | $2,370+39.7% | $1,974+67.7% |
| Participant deferral / active EE | $7,494 | $3,448+117.3% | $3,550+111.1% | $3,061+144.9% |
| Admin fee / account holder | $0 | $91-100.0% | $5,586-100.0% | $95-100.0% |