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 |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK, N.A.. Service code 15 · EIN 94-1347393 | Recordkeeping | $105,307 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $45,008 |
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 | $96,874 | $112,315-13.7% | $81,367+19.1% | $55,191+75.5% |
| Participation rate | 94.4% | 88.0%+6.4pp | 82.3%+12.1pp | 69.2%+25.2pp |
| Annual return | 0.53% | 0.62%-0.1pp | -0.92%+1.4pp | 10.78%-10.2pp |
| Employer contribution / active EE | $5,281 | $4,239+24.6% | $3,930+34.4% | $1,899+178.1% |
| Participant deferral / active EE | $4,214 | $6,435-34.5% | $5,383-21.7% | $3,046+38.3% |
| Admin fee / account holder | $183 | $83+119.9% | $8,926-97.9% | $91+101.9% |