Filed November 17, 2008
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 |
|---|---|---|
WIPFLI LLP1 year Service code 10 · EIN 39-0758449 30 LONG CREEK DRIVE · SOUTH PORTLAND, ME 04106 | Accounting | $14,000 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 26 · EIN 34-1542819 ONE NORTH JEFFERSON · ST LOUIS, MO 63103 | Advisory (Participants) | $12,500 |
Service code 19 · EIN 94-1737782 | Securities Custodian | $1,063 |
Filed as: CHARLES & SCHWAB CO., INC. Service code 19 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $303,875 | $73,102+315.7% | $123,544+146.0% | $56,287+439.9% |
| Participation rate | 96.1% | 74.3%+21.8pp | 82.3%+13.8pp | 69.9%+26.3pp |
| Annual return | -3.92% | 3.01%-6.9pp | 119.20%-123.1pp | -9.96%+6.0pp |
| Employer contribution / active EE | $9,324 | $2,977+213.2% | $4,628+101.5% | $2,111+341.7% |
| Participant deferral / active EE | $9,860 | $5,423+81.8% | $6,426+53.4% | $3,350+194.3% |
| Admin fee / account holder | $367 | $554-33.6% | $9,284-96.0% | $521-29.5% |