Filed September 25, 2014
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 13 · EIN 06-1050034 | Contract Administrator | $90,632 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $50,000 |
CARON & BLETZER, PLLC2 years Service code 27 · EIN 04-3499945 | Advisory (Plan) | $9,400 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
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 | $80,458 | $48,261+66.7% | $68,793+17.0% | $55,725+44.4% |
| Participation rate | 100.0% | 71.0%+29.0pp | 72.2%+27.8pp | 70.9%+29.1pp |
| Annual return | -1.86% | -2.61%+0.7pp | -4.63%+2.8pp | 244.93%-246.8pp |
| Employer contribution / active EE | $2,183 | $1,742+25.3% | $2,625-16.8% | $2,078+5.0% |
| Participant deferral / active EE | $4,959 | $2,712+82.9% | $3,311+49.8% | $3,356+47.8% |
| Admin fee / account holder | $244 | $126+93.8% | $5,131-95.2% | $115+112.2% |