Filed February 12, 2018 (most recent of 5 filings on file)
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $104,812 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS FIN NETWORK Service code 27 · EIN 48-1305000 | Advisory (Plan) | $54,999 |
WEST CAPITAL MANAGEMENT1 year Filed as: WEST TECHNOLOGY GROUP Service code 10 · EIN 47-0698853 | Accounting | $17,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,768 | $115,744+13.0% | $100,383+30.3% | $199,768-34.5% |
| Participation rate | 36.0% | 85.7%-49.7pp | 81.5%-45.5pp | 72.0%-36.0pp |
| Annual return | 11.05% | 17.79%-6.7pp | 49.26%-38.2pp | 34.26%-23.2pp |
| Employer contribution / active EE | $1,274 | $3,657-65.2% | $3,944-67.7% | $3,037-58.0% |
| Participant deferral / active EE | $4,572 | $9,844-53.6% | $8,086-43.5% | $5,090-10.2% |
| Admin fee / account holder | $105 | $93+13.1% | $7,900-98.7% | $269-60.9% |