Filed August 4, 2015 (most recent of 3 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.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $587,197 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $82,129 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $29,803 | $46,516-35.9% | $147,614-79.8% | $69,651-57.2% |
| Participation rate | 78.5% | 65.8%+12.7pp | 84.6%-6.1pp | 66.6%+11.9pp |
| Annual return | -0.32% | 9.48%-9.8pp | 61.98%-62.3pp | 53.77%-54.1pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $5,564-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,795 | $2,719+2.8% | $4,895-42.9% | $3,635-23.1% |
| Admin fee / account holder | $65 | $45+45.1% | $11,611-99.4% | $63+2.8% |