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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $79,382 |
WELLS FARGO BANK, N.A.9 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $47,380 |
AKT LLP10+ years Filed as: AKT CPAS AND BUSINESS CONSULTANTS Service code 10 · EIN 93-0623286 | Accounting | $10,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,758 | $50,982-45.6% | $154,803-82.1% | $85,563-67.6% |
| Participation rate | 93.8% | 59.8%+34.0pp | 78.1%+15.7pp | 66.0%+27.8pp |
| Annual return | 13.33% | 30.35%-17.0pp | 58.88%-45.5pp | 31.51%-18.2pp |
| Employer contribution / active EE | $2,605 | $1,708+52.5% | $4,305-39.5% | $2,654-1.8% |
| Participant deferral / active EE | $4,676 | $2,474+89.0% | $5,540-15.6% | $4,375+6.9% |
| Admin fee / account holder | $150 | $846-82.3% | $14,329-99.0% | $834-82.1% |