Filed January 29, 2015 (most recent of 2 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 |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $19,717 |
Filed as: ALDRICH CPAS AND ADVISORS LLP Service code 10 · EIN 93-0623286 | Accounting | $11,524 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,981 |
Annual investment return 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 | $20,213 | $62,928-67.9% | $172,739-88.3% | $67,579-70.1% |
| Participation rate | 83.8% | 64.5%+19.3pp | 82.6%+1.1pp | 71.3%+12.5pp |
| Annual return | 7.83% | 30.36%-22.5pp | 802.84%-795.0pp | 378.56%-370.7pp |
| Employer contribution / active EE | $753 | $1,636-54.0% | $5,143-85.4% | $2,148-65.0% |
| Participant deferral / active EE | $1,696 | $2,145-20.9% | $5,198-67.4% | $3,539-52.1% |
| Admin fee / account holder | $32 | $167-80.7% | $13,954-99.8% | $142-77.4% |