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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $42,383 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $26,549 |
Filed as: ALDRICH CPAS AND ADVISORS LLP Service code 10 · EIN 93-0623286 | Accounting | $12,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,329 | $56,485-56.9% | $185,823-86.9% | $86,799-72.0% |
| Participation rate | 84.1% | 65.5%+18.6pp | 81.7%+2.4pp | 72.3%+11.8pp |
| Annual return | 27.53% | 118.04%-90.5pp | 122.05%-94.5pp | 97.91%-70.4pp |
| Employer contribution / active EE | $857 | $1,843-53.5% | $5,167-83.4% | $2,405-64.4% |
| Participant deferral / active EE | $2,010 | $2,553-21.3% | $5,568-63.9% | $4,131-51.3% |
| Admin fee / account holder | $141 | $150-5.9% | $16,237-99.1% | $170-16.9% |