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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $752,705 |
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $109,108 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,326 | $53,684-39.8% | $170,442-81.0% | $80,976-60.1% |
| Participation rate | 89.8% | 69.2%+20.6pp | 83.6%+6.2pp | 68.3%+21.6pp |
| Annual return | 16.86% | 25.97%-9.1pp | 205.93%-189.1pp | 22.91%-6.0pp |
| Employer contribution / active EE | $0 | $1,642-100.0% | $5,433-100.0% | $2,402-100.0% |
| Participant deferral / active EE | $3,104 | $3,017+2.9% | $4,939-37.2% | $3,848-19.3% |
| Admin fee / account holder | $66 | $46+43.4% | $13,880-99.5% | $67-1.5% |