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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $251,891 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 16 · EIN 35-4291971 | Consulting | $39,183 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP Service code 16 · EIN 59-3099288 | Consulting | $25,322 |
SAMET & COMPANY PC5+ years Service code 10 · EIN 04-3027605 | Accounting | $24,500 |
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 | $35,271 | $101,523-65.3% | $141,162-75.0% | $77,787-54.7% |
| Participation rate | 89.3% | 77.4%+11.9pp | 82.5%+6.8pp | 73.2%+16.1pp |
| Annual return | 23.87% | 56.22%-32.4pp | 71.39%-47.5pp | 32.57%-8.7pp |
| Employer contribution / active EE | $668 | $3,341-80.0% | $4,735-85.9% | $2,504-73.3% |
| Participant deferral / active EE | $2,428 | $6,434-62.3% | $6,709-63.8% | $3,967-38.8% |
| Admin fee / account holder | $76 | $92-17.5% | $10,261-99.3% | $100-24.5% |