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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $46,391 |
DAVENPORT & COMPANY LLC2 years Filed as: DAVENPORT & COMPANY, LLC Service code 27 · EIN 54-1835842 | Advisory (Plan) | $23,582 |
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 | $29,518 | $71,666-58.8% | $117,854-75.0% | $69,631-57.6% |
| Participation rate | 90.0% | 77.5%+12.5pp | 79.7%+10.3pp | 70.7%+19.3pp |
| Annual return | 17.80% | 18.86%-1.1pp | 335.08%-317.3pp | 27571.02%-27553.2pp |
| Employer contribution / active EE | $716 | $1,889-62.1% | $3,786-81.1% | $2,032-64.7% |
| Participant deferral / active EE | $2,072 | $3,340-38.0% | $4,482-53.8% | $3,224-35.7% |
| Admin fee / account holder | $186 | $120+54.8% | $8,020-97.7% | $110+68.6% |