Filed July 7, 2014 (most recent of 6 filings on file)
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 10-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 |
|---|---|---|
Filed as: INVESTMENT RESEARCH & ADVISORY GRP Service code 27 · EIN 58-1989031 | Advisory (Plan) | $67,500 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $8,563 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $6,649 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,586 | $50,956+48.3% | $96,562-21.7% | $86,799-12.9% |
| Participation rate | 81.8% | 65.2%+16.5pp | 69.8%+12.0pp | 72.3%+9.5pp |
| Annual return | 15.81% | 21.27%-5.5pp | 37.78%-22.0pp | 97.91%-82.1pp |
| Employer contribution / active EE | $930 | $1,111-16.2% | $2,356-60.5% | $2,405-61.3% |
| Participant deferral / active EE | $2,627 | $2,954-11.1% | $3,849-31.8% | $4,131-36.4% |
| Admin fee / account holder | $35 | $166-79.1% | $6,181-99.4% | $170-79.6% |