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 | $60,182 |
WELLS FARGO BANK, N.A.8 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $37,083 |
AKT LLP9+ years Filed as: AKT CPAS AND BUSINESS CONSULTANTS Service code 10 · EIN 93-0623286 | Accounting | $16,065 |
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 | $25,347 | $50,815-50.1% | $155,509-83.7% | $77,643-67.4% |
| Participation rate | 90.7% | 63.1%+27.6pp | 78.2%+12.5pp | 70.6%+20.1pp |
| Annual return | 15.20% | 34.80%-19.6pp | 64.67%-49.5pp | 31.24%-16.0pp |
| Employer contribution / active EE | $1,941 | $1,993-2.6% | $4,672-58.5% | $2,726-28.8% |
| Participant deferral / active EE | $3,541 | $2,822+25.5% | $5,626-37.1% | $4,647-23.8% |
| Admin fee / account holder | $139 | $437-68.2% | $15,912-99.1% | $430-67.7% |