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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $102,612 |
Filed as: LOCKTON FINANCIAL ADVISORS, LLC Service code 28 · EIN 20-3297391 | Investment Management | $20,000 |
ANTON COLLINS MITCHELL LLP3+ years Filed as: ANTON COLLINS MITCHELL Service code 10 · EIN 01-0724563 | Accounting | $14,295 |
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 | $30,637 | $44,059-30.5% | $71,671-57.3% | $69,631-56.0% |
| Participation rate | 98.0% | 60.8%+37.2pp | 68.7%+29.3pp | 70.7%+27.3pp |
| Annual return | 18.52% | 21.97%-3.4pp | 20.65%-2.1pp | 27571.02%-27552.5pp |
| Employer contribution / active EE | $1,625 | $1,305+24.5% | $2,460-33.9% | $2,032-20.0% |
| Participant deferral / active EE | $4,714 | $2,370+98.9% | $3,438+37.1% | $3,224+46.2% |
| Admin fee / account holder | $154 | $108+43.2% | $5,558-97.2% | $110+39.6% |