Filed March 25, 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 Service code 15 · EIN 94-1347393 | Recordkeeping | $67,315 |
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $40,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,316 | $77,559-58.3% | $68,793-53.0% | $75,289-57.1% |
| Participation rate | 50.3% | 78.3%-28.0pp | 72.2%-21.9pp | 72.4%-22.1pp |
| Annual return | -3.65% | -1.01%-2.6pp | -4.63%+1.0pp | -0.04%-3.6pp |
| Employer contribution / active EE | $842 | $1,993-57.7% | $2,625-67.9% | $2,405-65.0% |
| Participant deferral / active EE | $1,460 | $3,128-53.3% | $3,311-55.9% | $3,739-61.0% |
| Admin fee / account holder | $110 | $90+22.0% | $5,131-97.9% | $102+7.8% |