Filed March 24, 2016 (most recent of 6 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 |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $314,489 |
COVINGTON & BURLING LLP4+ years Service code 29 · EIN 53-0188441 | Legal | $64,846 |
FUND DIRECT ADVISORS4+ years Filed as: FUND EVALUATION GROUP Service code 27 · EIN 01-0694771 | Advisory (Plan) | $41,907 |
SB & COMPANY, LLC4+ years Service code 10 · EIN 20-2153727 | Accounting | $11,100 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,622 | $65,708+194.7% | $76,817+152.1% | $77,787+148.9% |
| Participation rate | 97.6% | 79.0%+18.6pp | 72.1%+25.5pp | 73.2%+24.4pp |
| Annual return | 22.69% | 49.86%-27.2pp | 1166.11%-1143.4pp | 32.57%-9.9pp |
| Employer contribution / active EE | $8,310 | $2,167+283.4% | $2,302+261.0% | $2,504+231.8% |
| Participant deferral / active EE | $7,182 | $3,254+120.7% | $3,336+115.3% | $3,967+81.0% |
| Admin fee / account holder | $92 | $91+1.6% | $6,420-98.6% | $100-7.8% |