Filed April 4, 2018 (most recent of 3 filings on file)
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 |
|---|---|---|
NATIONWIDE2 years Service code 15 · EIN 31-4156830 | Recordkeeping | $240,572 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS FIN NET Service code 27 · EIN 59-2617265 | Advisory (Plan) | $94,982 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 27 · EIN 26-4311657 | Advisory (Plan) | $63,351 |
ERISA SMART3 years Service code 16 · EIN 45-5529798 | Consulting | $15,836 |
Service code 10 1801 W OLYMPIC BLVD · PASADENA, CA 91991 | Accounting | $8,465 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $101,193 | $47,456+113.2% | $172,739-41.4% | $77,787+30.1% |
| Participation rate | 60.0% | 66.3%-6.3pp | 82.6%-22.7pp | 73.2%-13.2pp |
| Annual return | 19.96% | 35.57%-15.6pp | 802.84%-782.9pp | 32.57%-12.6pp |
| Employer contribution / active EE | $769 | $1,574-51.2% | $5,143-85.1% | $2,504-69.3% |
| Participant deferral / active EE | $4,071 | $2,560+59.1% | $5,198-21.7% | $3,967+2.6% |
| Admin fee / account holder | $232 | $81+187.2% | $13,954-98.3% | $100+132.0% |