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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $78,914 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Service code 28 · EIN 20-8874282 | Investment Management | $20,000 |
ANTON COLLINS MITCHELL LLP2+ years Filed as: ANTON COLLINS MITCHELL Service code 10 · EIN 01-0724563 | Accounting | $14,157 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,567 | $39,819-30.8% | $67,834-59.4% | $57,658-52.2% |
| Participation rate | 98.7% | 61.2%+37.5pp | 68.8%+29.9pp | 70.2%+28.5pp |
| Annual return | 8.67% | 9.19%-0.5pp | 138.47%-129.8pp | 5.13%+3.5pp |
| Employer contribution / active EE | $1,815 | $1,277+42.1% | $2,403-24.5% | $1,974-8.1% |
| Participant deferral / active EE | $4,704 | $2,209+112.9% | $3,160+48.9% | $3,061+53.7% |
| Admin fee / account holder | $155 | $84+85.0% | $4,622-96.7% | $95+63.6% |