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 | $109,919 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 48-1305000 | Advisory (Plan) | $37,500 |
CARON & BLETZER, PLLC3 years Service code 27 · EIN 04-3499945 | Advisory (Plan) | $9,800 |
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 | $98,151 | $55,790+75.9% | $76,817+27.8% | $67,579+45.2% |
| Participation rate | 100.0% | 71.1%+28.9pp | 72.1%+27.9pp | 71.3%+28.7pp |
| Annual return | 23.55% | 64.45%-40.9pp | 1166.11%-1142.6pp | 378.56%-355.0pp |
| Employer contribution / active EE | $2,331 | $1,810+28.8% | $2,302+1.3% | $2,148+8.5% |
| Participant deferral / active EE | $5,259 | $2,875+82.9% | $3,336+57.7% | $3,539+48.6% |
| Admin fee / account holder | $274 | $159+72.3% | $6,420-95.7% | $142+92.7% |