Filed August 7, 2015 (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.4 years Service code 15 · EIN 94-1347393 | Recordkeeping | $33,722 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $12,011 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,371 | $111,608-35.2% | $177,821-59.3% | $73,409-1.4% |
| Participation rate | 98.8% | 87.9%+10.9pp | 87.7%+11.0pp | 72.2%+26.6pp |
| Annual return | 23.24% | 18.23%+5.0pp | 48.32%-25.1pp | 59.29%-36.1pp |
| Employer contribution / active EE | $7,813 | $3,796+105.8% | $5,918+32.0% | $2,234+249.8% |
| Participant deferral / active EE | $6,949 | $6,199+12.1% | $7,714-9.9% | $3,805+82.6% |
| Admin fee / account holder | $129 | $166-22.2% | $12,427-99.0% | $158-18.4% |