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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $303,880 |
FUND DIRECT ADVISORS5+ years Filed as: FUND EVALUATION GROUP Service code 27 · EIN 01-0694771 | Advisory (Plan) | $143,695 |
FINDLEY1 year Service code 49 · EIN 34-1213174 | Other Services | $42,410 |
SB & COMPANY, LLC5+ years Service code 10 · EIN 20-2153727 | Accounting | $25,900 |
COVINGTON & BURLING LLP5+ years Service code 29 · EIN 53-0188441 | Legal | $15,241 |
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 | $192,782 | $72,066+167.5% | $81,930+135.3% | $90,288+113.5% |
| Participation rate | 96.5% | 78.9%+17.6pp | 72.0%+24.5pp | 73.4%+23.1pp |
| Annual return | 14.05% | 15.92%-1.9pp | 29.49%-15.4pp | 53.97%-39.9pp |
| Employer contribution / active EE | $7,738 | $2,335+231.4% | $4,310+79.5% | $2,524+206.6% |
| Participant deferral / active EE | $6,979 | $3,557+96.2% | $7,107-1.8% | $4,232+64.9% |
| Admin fee / account holder | $105 | $92+13.7% | $5,158-98.0% | $114-7.8% |