Filed January 11, 1
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 9-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 | $32,937 |
DAVENPORT & COMPANY LLC1+ years Filed as: DAVENPORT & COMPANY, INC. Service code 27 · EIN 54-1835842 | Advisory (Plan) | $13,947 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $26,186 | $57,096-54.1% | $94,224-72.2% | $55,191-52.6% |
| Participation rate | 69.4% | 75.7%-6.2pp | 78.8%-9.3pp | 69.2%+0.3pp |
| Annual return | 1.76% | 159.65%-157.9pp | 10.68%-8.9pp | 10.78%-9.0pp |
| Employer contribution / active EE | $509 | $1,708-70.2% | $3,587-85.8% | $1,899-73.2% |
| Participant deferral / active EE | $1,531 | $3,165-51.6% | $4,320-64.6% | $3,046-49.7% |
| Admin fee / account holder | $220 | $89+146.8% | $6,269-96.5% | $91+142.6% |