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 LLP4 years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $30,000 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS Service code 16 · EIN 34-1542819 | Consulting | $25,000 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,630 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$300,739 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $276,427 | $111,491+147.9% | $189,513+45.9% | $86,799+218.5% |
| Participation rate | 99.6% | 87.3%+12.3pp | 87.8%+11.8pp | 72.3%+27.4pp |
| Annual return | 14.32% | 83.50%-69.2pp | 555.15%-540.8pp | 97.91%-83.6pp |
| Employer contribution / active EE | $7,576 | $3,951+91.7% | $6,162+23.0% | $2,405+215.0% |
| Participant deferral / active EE | $11,217 | $6,437+74.3% | $8,221+36.4% | $4,131+171.5% |
| Admin fee / account holder | $181 | $189-4.3% | $12,045-98.5% | $170+6.5% |