Filed February 24, 2016 (most recent of 2 filings on file)
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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $513,796 |
ALSTON & BIRD LLP3 years Filed as: ALSTON & BIRD Service code 29 · EIN 58-0137615 | Legal | $13,630 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $8,837 |
SC&H ATTEST SERVICES, P.C.4 years Service code 10 · EIN 52-1743645 | Accounting | $5,160 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,621 | $36,321-59.7% | $89,391-83.6% | $106,222-86.2% |
| Participation rate | 3.3% | 29.8%-26.5pp | 68.0%-64.7pp | 70.8%-67.5pp |
| Annual return | 16.56% | 24.00%-7.4pp | 245.62%-229.1pp | 21.69%-5.1pp |
| Employer contribution / active EE | $1 | $507-99.8% | $2,586-100.0% | $2,723-100.0% |
| Participant deferral / active EE | $182 | $1,286-85.9% | $3,890-95.3% | $4,600-96.1% |
| Admin fee / account holder | $53 | $78-31.4% | $4,881-98.9% | $78-31.9% |