Filed August 1, 2013 (most recent of 2 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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $77,396 |
Filed as: SHERIDAN ROAD ADVISORS, LLC Service code 27 · EIN 13-4284240 | Advisory (Plan) | $43,750 |
CLIFTONLARSONALLEN LLP1 year Service code 27 · EIN 41-0746749 | Advisory (Plan) | $11,750 |
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 | $77,573 | $73,404+5.7% | $87,100-10.9% | $67,579+14.8% |
| Participation rate | 98.3% | 80.9%+17.5pp | 76.9%+21.5pp | 71.3%+27.1pp |
| Annual return | 23.54% | 48.29%-24.8pp | 28.19%-4.7pp | 378.56%-355.0pp |
| Employer contribution / active EE | $3,053 | $2,014+51.6% | $2,521+21.1% | $2,148+42.2% |
| Participant deferral / active EE | $4,025 | $3,913+2.9% | $4,049-0.6% | $3,539+13.7% |
| Admin fee / account holder | $189 | $142+33.1% | $7,497-97.5% | $142+32.5% |