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 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 Service code 15 · EIN 94-1347393 | Recordkeeping | $262,696 |
Filed as: ALTMAN & CRONIN BENEFITS CONSULTANT Service code 11 · EIN 94-3253397 | Actuarial | $51,561 |
SAMET & COMPANY PC3+ years Service code 10 · EIN 04-3027605 | Accounting | $24,500 |
NEWPORT GROUP, INC.3+ years Filed as: THE NEWPORT GROUP Service code 16 · EIN 59-3099288 | Consulting | $23,387 |
Filed as: MINTZ,LEVIN,COHN,FERRIS,GLOVSKY Service code 29 · EIN 04-2718459 | Legal | $630 |
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 | $31,878 | $96,458-67.0% | $136,294-76.6% | $77,958-59.1% |
| Participation rate | 92.0% | 75.4%+16.6pp | 81.9%+10.1pp | 71.6%+20.3pp |
| Annual return | 19.01% | 23.78%-4.8pp | 5155.94%-5136.9pp | 20.87%-1.9pp |
| Employer contribution / active EE | $730 | $3,144-76.8% | $4,695-84.4% | $2,310-68.4% |
| Participant deferral / active EE | $2,606 | $5,902-55.9% | $6,247-58.3% | $3,537-26.3% |
| Admin fee / account holder | $79 | $80-2.4% | $9,243-99.2% | $97-19.4% |