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.2+ years Filed as: WELLS FARGO BANK, N.A.. Service code 15 · EIN 94-1347393 | Recordkeeping | $93,243 |
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $45,005 |
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 | $102,331 | $122,709-16.6% | $88,497+15.6% | $57,658+77.5% |
| Participation rate | 90.7% | 89.9%+0.8pp | 82.4%+8.3pp | 70.2%+20.5pp |
| Annual return | 6.39% | 10.63%-4.2pp | 7.63%-1.2pp | 5.13%+1.3pp |
| Employer contribution / active EE | $5,269 | $4,531+16.3% | $4,036+30.5% | $1,974+167.0% |
| Participant deferral / active EE | $4,396 | $6,704-34.4% | $4,899-10.3% | $3,061+43.6% |
| Admin fee / account holder | $165 | $93+77.7% | $6,220-97.4% | $95+74.1% |