Filed January 26, 2015 (most recent of 2 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 |
|---|---|---|
LOOMIS SAYLES1 year Filed as: LOOMIS, SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $235,186 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK, NA Service code 15 · EIN 94-1347393 | Recordkeeping | $191,507 |
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $65,000 |
BRIGGS & VESELKA CO.2+ years Service code 10 · EIN 74-1769118 | Accounting | $14,967 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $35,636-100.0% | $14,339-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.0%-17.0pp | 1.8%-1.8pp |
| Annual return | 6.83% | 3.15%+3.7pp | 1.15%+5.7pp | 7.18%-0.4pp |
| Employer contribution / active EE | $29,508 | $18,767+57.2% | $26,339+12.0% | $13,095+125.3% |
| Participant deferral / active EE | $0 | $265-100.0% | $178-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $3,605-100.0% | $362-100.0% |