Filed May 14, 2019 (most recent of 2 filings on file)
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 9-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 | $184,188 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $70,476 |
Service code 29 · EIN 39-0934985 | Legal | $69,063 |
WIPFLI LLP1 year Filed as: WIPFI LLP Service code 10 · EIN 39-0758449 | Accounting | $32,300 |
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 | $104,974 | $79,519+32.0% | $95,952+9.4% | $73,409+43.0% |
| Participation rate | 97.2% | 81.2%+16.1pp | 77.1%+20.2pp | 72.2%+25.1pp |
| Annual return | 12.16% | 19.20%-7.0pp | 91.61%-79.5pp | 59.29%-47.1pp |
| Employer contribution / active EE | $920 | $2,048-55.1% | $2,541-63.8% | $2,234-58.8% |
| Participant deferral / active EE | $7,116 | $4,138+71.9% | $4,167+70.8% | $3,805+87.0% |
| Admin fee / account holder | $252 | $184+36.5% | $6,795-96.3% | $158+59.3% |