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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $137,125 |
CAP FINANCIAL PARTNERS, LLC3+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $40,000 |
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 | $157,825 | $120,075+31.4% | $90,782+73.9% | $55,725+183.2% |
| Participation rate | 97.1% | 88.0%+9.1pp | 82.7%+14.4pp | 70.9%+26.2pp |
| Annual return | -3.88% | -3.47%-0.4pp | -3.42%-0.5pp | 244.93%-248.8pp |
| Employer contribution / active EE | $10,688 | $4,693+127.8% | $4,105+160.3% | $2,078+414.3% |
| Participant deferral / active EE | $10,108 | $6,826+48.1% | $5,366+88.4% | $3,356+201.2% |
| Admin fee / account holder | $294 | $111+164.0% | $5,908-95.0% | $115+155.4% |