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.3+ years Filed as: WELLS FARGO BANK, N.A.. Service code 15 · EIN 94-1347393 | Recordkeeping | $88,796 |
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $45,000 |
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 | $124,637 | $138,427-10.0% | $97,995+27.2% | $69,631+79.0% |
| Participation rate | 90.9% | 90.0%+0.9pp | 82.4%+8.5pp | 70.7%+20.2pp |
| Annual return | 18.36% | 26.21%-7.9pp | 23.94%-5.6pp | 27571.02%-27552.7pp |
| Employer contribution / active EE | $5,761 | $4,858+18.6% | $4,158+38.5% | $2,032+183.5% |
| Participant deferral / active EE | $4,904 | $7,165-31.6% | $5,097-3.8% | $3,224+52.1% |
| Admin fee / account holder | $158 | $101+56.7% | $5,943-97.3% | $110+42.9% |