Filed July 2, 2018 (most recent of 4 filings on file)
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 | $70,609 |
CAPITAL INVESTMENT GROUP INC1+ years Filed as: CAPITAL INVESTMENT GROUP, INC. Service code 27 · EIN 56-1394939 | Advisory (Plan) | $66,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,408 | $43,453-7.0% | $109,313-63.0% | $63,975-36.8% |
| Participation rate | 76.8% | 59.3%+17.5pp | 71.3%+5.5pp | 71.1%+5.7pp |
| Annual return | 5.02% | 9.85%-4.8pp | 22.07%-17.0pp | 48.65%-43.6pp |
| Employer contribution / active EE | $1,629 | $1,799-9.4% | $3,892-58.1% | $2,182-25.3% |
| Participant deferral / active EE | $3,248 | $2,093+55.2% | $3,166+2.6% | $3,356-3.2% |
| Admin fee / account holder | $89 | $79+12.8% | $5,666-98.4% | $70+26.5% |