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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK, NA Service code 15 · EIN 94-1347393 | Recordkeeping | $247,551 |
SPENCER FANE LLP2 years Service code 29 · EIN 44-0561981 | Legal | $32,165 |
Service code 27 · EIN 84-1612955 | Advisory (Plan) | $25,500 |
Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 13 · EIN 52-1590516 | Contract Administrator | $20,404 |
NEEDLES & ASSOCIATES, LLC3+ years Service code 10 · EIN 51-0435869 | Accounting | $19,418 |
WPAS, INC.1 year Service code 13 7525 SE 24TH STREET, SUITE 200 · MERCER ISLAND, WA 98040 | Contract Administrator | $15,222 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,779 | $89,274-81.2% | $149,718-88.8% | $77,958-78.5% |
| Participation rate | 49.5% | 87.6%-38.1pp | 87.1%-37.6pp | 71.6%-22.2pp |
| Annual return | 11.51% | 20.36%-8.9pp | 1501.63%-1490.1pp | 20.87%-9.4pp |
| Employer contribution / active EE | $155 | $3,727-95.8% | $5,445-97.2% | $2,310-93.3% |
| Participant deferral / active EE | $497 | $5,382-90.8% | $6,569-92.4% | $3,537-86.0% |
| Admin fee / account holder | $146 | $240-38.9% | $11,283-98.7% | $97+50.4% |