Filed October 3, 2014 (most recent of 5 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 |
|---|---|---|
HIGHMARK CAPITAL MANAGEMENT INC2+ years Filed as: HIGHMARK, INC. Service code 28 · EIN 94-3050577 | Investment Management | $884,374 |
WELLS FARGO BANK, N.A.2+ years Service code 21 · EIN 41-1592157 | Bank Trustee | $65,989 |
See 1 actuary disclosure. $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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $53,539-100.0% | $219,466-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 19.1%-19.1pp | 44.6%-44.6pp | 5.5%-5.5pp |
| Annual return | 5.08% | 10.84%-5.8pp | 5.00%+0.1pp | 5.86%-0.8pp |
| Employer contribution / active EE | $2,367 | $5,136-53.9% | $35,918-93.4% | $10,137-76.7% |
| Participant deferral / active EE | $1,302 | $464+180.4% | $75+1628.6% | $492+164.5% |
| Admin fee / account holder | $0 | $531-100.0% | $13,204-100.0% | $387-100.0% |