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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $51,875 |
DAVENPORT & COMPANY LLC4 years Filed as: DAVENPORT & COMPANY, LLC Service code 27 · EIN 54-1835842 | Advisory (Plan) | $26,035 |
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 | $30,247 | $69,159-56.3% | $125,175-75.8% | $67,579-55.2% |
| Participation rate | 95.9% | 78.2%+17.7pp | 79.8%+16.1pp | 71.3%+24.6pp |
| Annual return | 20.70% | 27.12%-6.4pp | 43.79%-23.1pp | 378.56%-357.9pp |
| Employer contribution / active EE | $779 | $2,023-61.5% | $3,865-79.8% | $2,148-63.7% |
| Participant deferral / active EE | $2,224 | $3,700-39.9% | $4,937-55.0% | $3,539-37.2% |
| Admin fee / account holder | $192 | $142+35.7% | $9,702-98.0% | $142+35.2% |