Filed January 13, 2014 (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 | $322,590 |
LPL FINANCIAL5+ years Filed as: LPL HOLDINGS, INC. Service code 27 · EIN 04-3046611 | Advisory (Plan) | $81,260 |
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 | $54,561 | $67,598-19.3% | $75,886-28.1% | $77,787-29.9% |
| Participation rate | 86.4% | 69.6%+16.8pp | 69.3%+17.1pp | 73.2%+13.2pp |
| Annual return | 24.18% | 23.18%+1.0pp | 30.76%-6.6pp | 32.57%-8.4pp |
| Employer contribution / active EE | $664 | $2,430-72.7% | $2,500-73.4% | $2,504-73.5% |
| Participant deferral / active EE | $3,695 | $3,502+5.5% | $3,603+2.5% | $3,967-6.9% |
| Admin fee / account holder | $115 | $96+19.7% | $5,418-97.9% | $100+15.2% |