Filed March 31, 2016 (most recent of 2 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 8-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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $408,580 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP SECURITIES, INC. Service code 16 · EIN 59-3099288 | Consulting | $69,635 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 16 · EIN 36-4291971 | Consulting | $46,335 |
SAMET & COMPANY PC1 year Filed as: SAMET & COMPANY, PC Service code 10 · EIN 04-3027605 | Accounting | $31,400 |
Service code 29 · EIN 04-2718459 | Legal | $13,646 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $54,717 | $81,548-32.9% | $141,162-61.2% | $89,569-38.9% |
| Participation rate | 15.1% | 64.9%-49.8pp | 82.5%-67.4pp | 69.6%-54.5pp |
| Annual return | 24.72% | 47.43%-22.7pp | 71.39%-46.7pp | 34.56%-9.8pp |
| Employer contribution / active EE | $199 | $2,272-91.2% | $4,735-95.8% | $2,584-92.3% |
| Participant deferral / active EE | $912 | $5,280-82.7% | $6,709-86.4% | $4,220-78.4% |
| Admin fee / account holder | $78 | $68+14.2% | $10,261-99.2% | $72+8.6% |