Filed July 23, 2019
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 | $73,645 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Service code 28 · EIN 20-8874282 | Investment Management | $20,000 |
ANTON COLLINS MITCHELL LLP1+ years Filed as: ANTON COLLINS MITCHELL Service code 10 · EIN 01-0724563 | Accounting | $13,117 |
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 | $23,638 | $39,458-40.1% | $60,547-61.0% | $55,191-57.2% |
| Participation rate | 90.8% | 59.6%+31.2pp | 68.0%+22.8pp | 69.2%+21.6pp |
| Annual return | 2.45% | 3.35%-0.9pp | 335.64%-333.2pp | 10.78%-8.3pp |
| Employer contribution / active EE | $1,490 | $1,210+23.2% | $2,419-38.4% | $1,899-21.5% |
| Participant deferral / active EE | $3,945 | $2,140+84.3% | $3,328+18.6% | $3,046+29.5% |
| Admin fee / account holder | $151 | $95+58.9% | $4,536-96.7% | $91+66.6% |