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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $258,978 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 15 · EIN 94-1347393 | Recordkeeping | $108,212 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $93,293 |
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 | $75,364 | $78,339-3.8% | $85,682-12.0% | $93,030-19.0% |
| Participation rate | 88.0% | 72.5%+15.5pp | 69.9%+18.1pp | 73.9%+14.1pp |
| Annual return | 17.25% | 21.17%-3.9pp | 21.49%-4.2pp | 158.70%-141.4pp |
| Employer contribution / active EE | $766 | $2,560-70.1% | $2,618-70.8% | $2,706-71.7% |
| Participant deferral / active EE | $4,362 | $3,882+12.4% | $3,923+11.2% | $4,562-4.4% |
| Admin fee / account holder | $142 | $104+36.4% | $6,873-97.9% | $152-6.6% |