Filed November 15, 2021 (most recent of 4 filings on file)
See peer percentile detail. $4.99 for your first month.
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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 Service code 15 · EIN 94-1347393 | Recordkeeping | $185,071 |
HAYS FINANCIAL GROUP3+ years Filed as: HAYS COMPANIES Service code 27 · EIN 41-1784898 | Advisory (Plan) | $75,402 |
CLIFTONLARSONALLEN LLP3+ years Service code 10 · EIN 41-0746749 | Accounting | $10,948 |
Service code 36 · EIN 36-4550688 | Participant communication; Copying an... | $8,477 |
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 | $29,125 | $38,833-25.0% | $78,778-63.0% | $77,958-62.6% |
| Participation rate | 81.7% | 60.9%+20.7pp | 69.2%+12.5pp | 71.6%+10.0pp |
| Annual return | 16.84% | 20.31%-3.5pp | 35.62%-18.8pp | 20.87%-4.0pp |
| Employer contribution / active EE | $710 | $840-15.4% | $1,986-64.2% | $2,310-69.3% |
| Participant deferral / active EE | $2,233 | $1,776+25.7% | $2,958-24.5% | $3,537-36.9% |
| Admin fee / account holder | $97 | $89+8.5% | $5,134-98.1% | $97-0.8% |