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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $55,214 |
DAVENPORT & COMPANY LLC3 years Filed as: DAVENPORT & COMPANY, LLC Service code 27 · EIN 54-1835842 | Advisory (Plan) | $25,982 |
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 | $24,693 | $62,267-60.3% | $110,238-77.6% | $55,725-55.7% |
| Participation rate | 90.5% | 78.1%+12.3pp | 79.8%+10.6pp | 70.9%+19.6pp |
| Annual return | -4.75% | -1.07%-3.7pp | 314.74%-319.5pp | 244.93%-249.7pp |
| Employer contribution / active EE | $688 | $1,941-64.5% | $3,826-82.0% | $2,078-66.9% |
| Participant deferral / active EE | $1,965 | $3,516-44.1% | $4,672-57.9% | $3,356-41.4% |
| Admin fee / account holder | $198 | $121+63.7% | $8,547-97.7% | $115+71.8% |