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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $38,175 |
DAVENPORT & COMPANY LLC1 year Filed as: DAVENPORT & COMPANY, LLC Service code 27 · EIN 54-1835842 | Advisory (Plan) | $20,088 |
Annual investment return 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.
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 | $24,472 | $107,378-77.2% | $108,579-77.5% | $57,658-57.6% |
| Participation rate | 85.9% | 77.1%+8.8pp | 79.6%+6.3pp | 70.2%+15.6pp |
| Annual return | 5.94% | 12.80%-6.9pp | -51.70%+57.6pp | 5.13%+0.8pp |
| Employer contribution / active EE | $582 | $1,782-67.3% | $3,758-84.5% | $1,974-70.5% |
| Participant deferral / active EE | $1,851 | $3,221-42.5% | $4,311-57.1% | $3,061-39.5% |
| Admin fee / account holder | $161 | $108+48.4% | $7,645-97.9% | $95+70.4% |