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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $130,419 |
CAP FINANCIAL PARTNERS, LLC2+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $40,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $186,173 | $138,427+34.5% | $97,995+90.0% | $69,631+167.4% |
| Participation rate | 98.5% | 90.0%+8.5pp | 82.4%+16.1pp | 70.7%+27.8pp |
| Annual return | 41.24% | 26.21%+15.0pp | 23.94%+17.3pp | 27571.02%-27529.8pp |
| Employer contribution / active EE | $12,437 | $4,858+156.0% | $4,158+199.1% | $2,032+512.0% |
| Participant deferral / active EE | $11,776 | $7,165+64.3% | $5,097+131.0% | $3,224+265.3% |
| Admin fee / account holder | $303 | $101+200.4% | $5,943-94.9% | $110+174.1% |