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 | $51,532 |
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $32,479 |
AKT LLP7+ years Filed as: AKT CPAS AND BUSINESS CONSULTANTS Service code 10 · EIN 93-0623286 | Accounting | $12,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,938 | $46,292-56.9% | $143,757-86.1% | $64,808-69.2% |
| Participation rate | 89.2% | 64.2%+25.0pp | 80.3%+8.9pp | 71.5%+17.7pp |
| Annual return | -16.19% | -10.05%-6.1pp | -0.04%-16.1pp | 32.82%-49.0pp |
| Employer contribution / active EE | $1,446 | $1,910-24.3% | $4,951-70.8% | $2,506-42.3% |
| Participant deferral / active EE | $2,583 | $2,646-2.4% | $5,637-54.2% | $4,310-40.1% |
| Admin fee / account holder | $145 | $154-6.0% | $14,673-99.0% | $188-23.0% |