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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $172,729 |
ASCENSUS LLC2+ years Filed as: CAP TRUST FINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $27,500 |
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 | $81,072 | $67,228+20.6% | $117,854-31.2% | $77,958+4.0% |
| Participation rate | 95.2% | 79.4%+15.8pp | 79.7%+15.6pp | 71.6%+23.6pp |
| Annual return | 17.17% | 19.13%-2.0pp | 335.08%-317.9pp | 20.87%-3.7pp |
| Employer contribution / active EE | $3,127 | $2,211+41.4% | $3,786-17.4% | $2,310+35.3% |
| Participant deferral / active EE | $4,220 | $3,653+15.5% | $4,482-5.8% | $3,537+19.3% |
| Admin fee / account holder | $118 | $76+55.9% | $8,020-98.5% | $97+21.4% |