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.3+ years Filed as: WELLS FARGO ADVISORS Service code 16 · EIN 34-1542819 | Consulting | $36,000 |
CROW HOLDINGS CAPITAL2+ years Filed as: CROW HORWATH LLP Service code 16 · EIN 35-0921680 | Consulting | $12,100 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$26,693 |
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 | $108,737 | $69,305+56.9% | $82,313+32.1% | $69,631+56.2% |
| Participation rate | 97.0% | 80.3%+16.7pp | 76.9%+20.1pp | 70.7%+26.3pp |
| Annual return | 17.65% | 21.47%-3.8pp | 25.88%-8.2pp | 27571.02%-27553.4pp |
| Employer contribution / active EE | $2,918 | $1,887+54.7% | $2,428+20.2% | $2,032+43.6% |
| Participant deferral / active EE | $7,650 | $3,568+114.4% | $3,706+106.4% | $3,224+137.3% |
| Admin fee / account holder | $23 | $97-76.5% | $5,608-99.6% | $110-79.3% |