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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $221,492 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 16 · EIN 36-4291971 | Consulting | $63,162 |
SAMET & COMPANY PC1 year Filed as: SAMET & COMPANY, PC Service code 10 · EIN 04-3027605 | Accounting | $24,500 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP SECURITIES, INC. Service code 16 · EIN 59-3099288 | Consulting | $20,722 |
Service code 29 · EIN 04-2718459 | Legal | $13,572 |
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 | $40,819 | $127,481-68.0% | $149,696-72.7% | $90,288-54.8% |
| Participation rate | 90.5% | 78.2%+12.3pp | 82.5%+8.0pp | 73.4%+17.1pp |
| Annual return | 18.01% | 57.78%-39.8pp | 276.60%-258.6pp | 53.97%-36.0pp |
| Employer contribution / active EE | $865 | $3,448-74.9% | $4,644-81.4% | $2,524-65.7% |
| Participant deferral / active EE | $3,010 | $6,975-56.9% | $6,842-56.0% | $4,232-28.9% |
| Admin fee / account holder | $76 | $152-50.2% | $9,309-99.2% | $114-33.7% |