Filed February 2, 2014 (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.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $278,873 |
JONES DAY1+ years Service code 29 · EIN 34-0319085 | Legal | $14,513 |
STULB & ASSOCIATES, APAC1+ years Service code 10 · EIN 72-1463592 | Accounting | $14,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $58,027 | $71,957-19.4% | $67,652-14.2% | $59,188-2.0% |
| Participation rate | 56.6% | 82.7%-26.0pp | 75.7%-19.0pp | 69.4%-12.8pp |
| Annual return | 1.31% | 8.53%-7.2pp | 6625.04%-6623.7pp | 5.51%-4.2pp |
| Employer contribution / active EE | $1,133 | $2,432-53.4% | $2,266-50.0% | $2,098-46.0% |
| Participant deferral / active EE | $2,697 | $4,211-35.9% | $3,560-24.2% | $3,265-17.4% |
| Admin fee / account holder | $104 | $64+61.5% | $4,821-97.9% | $92+12.3% |