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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $299,210 |
STULB & ASSOCIATES, APAC2+ 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 | $60,391 | $80,211-24.7% | $74,183-18.6% | $63,975-5.6% |
| Participation rate | 58.0% | 84.2%-26.2pp | 76.6%-18.6pp | 71.1%-13.2pp |
| Annual return | 7.98% | 14.13%-6.1pp | 17.74%-9.8pp | 48.65%-40.7pp |
| Employer contribution / active EE | $1,179 | $2,553-53.8% | $2,370-50.2% | $2,182-45.9% |
| Participant deferral / active EE | $2,820 | $4,370-35.5% | $3,550-20.6% | $3,356-16.0% |
| Admin fee / account holder | $98 | $67+46.3% | $5,586-98.2% | $70+39.6% |