Filed January 31, 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.1 year Filed as: WELLS FARGO BANK., N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $8,021 |
Service code 19 PO BOX 219502 · KANSAS CITY, MO 641219502 | Securities Custodian | $0 |
Filed as: MASSACHUSETTS FINANCIAL SERVICES CO Service code 19 · EIN 04-2747644 | Securities Custodian | $0 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST CO., NA Service code 19 280 CONGRESS STREET · BOSTON, MA 02210 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $72,325 | $59,328+21.9% | $118,925-39.2% | $73,488-1.6% |
| Participation rate | 89.3% | 62.3%+27.0pp | 75.4%+13.9pp | 70.7%+18.6pp |
| Annual return | 9.68% | 19.13%-9.5pp | 35.88%-26.2pp | 28.51%-18.8pp |
| Employer contribution / active EE | $1,382 | $1,803-23.4% | $3,263-57.7% | $2,270-39.1% |
| Participant deferral / active EE | $3,470 | $2,604+33.3% | $4,265-18.6% | $3,740-7.2% |
| Admin fee / account holder | $90 | $600-85.0% | $6,581-98.6% | $513-82.5% |