Filed June 17, 2020
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 ADVISORS FINANCIAL Service code 27 875 DAKOTA AVE. S SUITE 1 · HURON, SD 57350 | Advisory (Plan) | $46,456 |
Filed as: CPI QUALIFIED PLAN CONSULTANTS Service code 12 · EIN 48-1205033 | Participant loan processing; Recordke... | $650 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $38,504 | $79,523-51.6% | $140,016-72.5% | $56,287-31.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | -5.02% | 2.39%-7.4pp | 651.12%-656.1pp | -9.96%+4.9pp |
| Employer contribution / active EE | $1,726 | $3,350-48.5% | $5,606-69.2% | $2,111-18.2% |
| Participant deferral / active EE | $3,158 | $5,129-38.4% | $6,927-54.4% | $3,350-5.7% |
| Admin fee / account holder | $265 | $614-56.8% | $10,705-97.5% | $521-49.0% |