Filed February 14, 2012 (most recent of 3 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.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $236,796 |
AMERICAN FUNDS1+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 27 · EIN 26-4789150 | Advisory (Plan) | $50,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,179 | $54,281-64.7% | $60,547-68.3% | $59,188-67.6% |
| Participation rate | 94.2% | 66.8%+27.4pp | 68.0%+26.3pp | 69.4%+24.8pp |
| Annual return | -0.75% | 1.74%-2.5pp | 335.64%-336.4pp | 5.51%-6.3pp |
| Employer contribution / active EE | $1,313 | $2,031-35.4% | $2,419-45.7% | $2,098-37.4% |
| Participant deferral / active EE | $2,389 | $2,789-14.3% | $3,328-28.2% | $3,265-26.8% |
| Admin fee / account holder | $95 | $64+47.9% | $4,536-97.9% | $92+3.4% |