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.4 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $22,527 |
AKT LLP5+ years Filed as: AKT CPAS AND BUSINESS CONSULTANTS Service code 10 · EIN 93-0623286 | Accounting | $12,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,756 |
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 | $20,374 | $52,293-61.0% | $178,490-88.6% | $73,409-72.2% |
| Participation rate | 87.2% | 65.3%+21.8pp | 81.9%+5.3pp | 72.2%+15.0pp |
| Annual return | 3.42% | 34.75%-31.3pp | 151.07%-147.6pp | 59.29%-55.9pp |
| Employer contribution / active EE | $830 | $1,735-52.2% | $5,011-83.4% | $2,234-62.8% |
| Participant deferral / active EE | $2,076 | $2,332-11.0% | $5,202-60.1% | $3,805-45.4% |
| Admin fee / account holder | $34 | $127-73.6% | $13,984-99.8% | $158-78.7% |