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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $124,716 |
CAP FINANCIAL PARTNERS, LLC4+ 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 | $166,322 | $174,559-4.7% | $105,387+57.8% | $67,579+146.1% |
| Participation rate | 98.5% | 88.2%+10.3pp | 82.6%+15.9pp | 71.3%+27.2pp |
| Annual return | 25.01% | 23.63%+1.4pp | 26.82%-1.8pp | 378.56%-353.5pp |
| Employer contribution / active EE | $11,177 | $4,874+129.3% | $4,213+165.3% | $2,148+420.4% |
| Participant deferral / active EE | $11,070 | $7,563+46.4% | $5,502+101.2% | $3,539+212.8% |
| Admin fee / account holder | $258 | $270-4.6% | $6,559-96.1% | $142+81.2% |