Filed July 14, 2017
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 |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $140,828 |
ASCENSUS LLC1+ years Filed as: CAP TRUST FINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $60,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $74,638 | $61,125+22.1% | $108,579-31.3% | $63,975+16.7% |
| Participation rate | 96.4% | 80.5%+15.9pp | 79.6%+16.8pp | 71.1%+25.3pp |
| Annual return | 0.80% | 14.06%-13.3pp | -51.70%+52.5pp | 48.65%-47.8pp |
| Employer contribution / active EE | $3,497 | $2,237+56.4% | $3,758-6.9% | $2,182+60.3% |
| Participant deferral / active EE | $3,958 | $3,574+10.8% | $4,311-8.2% | $3,356+17.9% |
| Admin fee / account holder | $132 | $72+83.6% | $7,645-98.3% | $70+87.5% |