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 | $106,380 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 48-1305000 | Advisory (Plan) | $35,800 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 27 · EIN 23-2384840 | Advisory (Plan) | $17,500 |
CARON & BLETZER, PLLC4 years Service code 10 · EIN 04-3499945 | Accounting | $10,100 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,227 | $61,473+77.7% | $81,930+33.3% | $73,409+48.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 72.0%+28.0pp | 72.2%+27.8pp |
| Annual return | 10.58% | 28.26%-17.7pp | 29.49%-18.9pp | 59.29%-48.7pp |
| Employer contribution / active EE | $2,553 | $1,898+34.5% | $4,310-40.8% | $2,234+14.3% |
| Participant deferral / active EE | $5,733 | $3,080+86.1% | $7,107-19.3% | $3,805+50.7% |
| Admin fee / account holder | $335 | $125+167.1% | $5,158-93.5% | $158+112.2% |