Filed April 24, 2014 (most recent of 3 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 |
|---|---|---|
ERNST & YOUNG LLP3 years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $78,783 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS Service code 16 · EIN 34-1542819 | Consulting | $75,000 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,915 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$215,667 |
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 | $245,460 | $111,608+119.9% | $177,821+38.0% | $73,409+234.4% |
| Participation rate | 99.9% | 87.9%+12.0pp | 87.7%+12.2pp | 72.2%+27.7pp |
| Annual return | 17.45% | 18.23%-0.8pp | 48.32%-30.9pp | 59.29%-41.8pp |
| Employer contribution / active EE | $7,077 | $3,796+86.4% | $5,918+19.6% | $2,234+216.8% |
| Participant deferral / active EE | $10,722 | $6,199+73.0% | $7,714+39.0% | $3,805+181.7% |
| Admin fee / account holder | -$38 | $166-123.0% | $12,427-100.3% | $158-124.1% |