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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $702,286 |
CAPFINANCIAL PARTNERS LLC5+ years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $91,029 |
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 | $36,684 | $58,202-37.0% | $172,739-78.8% | $89,569-59.0% |
| Participation rate | 90.9% | 72.8%+18.1pp | 82.6%+8.3pp | 69.6%+21.4pp |
| Annual return | 23.13% | 61.59%-38.5pp | 802.84%-779.7pp | 34.56%-11.4pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $5,143-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,793 | $3,335+13.7% | $5,198-27.0% | $4,220-10.1% |
| Admin fee / account holder | $56 | $53+7.0% | $13,954-99.6% | $72-21.5% |