Filed April 18, 2017
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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $123,251 |
CAP FINANCIAL PARTNERS, LLC1+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $20,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $164,889 | $122,709+34.4% | $88,497+86.3% | $57,658+186.0% |
| Participation rate | 86.3% | 89.9%-3.6pp | 82.4%+3.9pp | 70.2%+16.1pp |
| Annual return | 7.08% | 10.63%-3.6pp | 7.63%-0.5pp | 5.13%+1.9pp |
| Employer contribution / active EE | $10,674 | $4,531+135.5% | $4,036+164.4% | $1,974+440.8% |
| Participant deferral / active EE | $9,947 | $6,704+48.4% | $4,899+103.0% | $3,061+225.0% |
| Admin fee / account holder | $303 | $93+227.6% | $6,220-95.1% | $95+221.1% |