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.4+ years Filed as: WELLS FARGO BANK, N.A Service code 15 · EIN 94-1347393 | Recordkeeping | $179,888 |
Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $21,804 |
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 | $35,226 | $45,382-22.4% | $154,107-77.1% | $75,289-53.2% |
| Participation rate | 78.4% | 65.9%+12.5pp | 83.0%-4.7pp | 72.4%+6.0pp |
| Annual return | 718.98% | -0.47%+719.4pp | 735.12%-16.1pp | -0.04%+719.0pp |
| Employer contribution / active EE | $0 | $1,533-100.0% | $5,298-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,717 | $2,384-28.0% | $5,081-66.2% | $3,739-54.1% |
| Admin fee / account holder | $74 | $89-16.9% | $13,411-99.4% | $102-27.4% |