Filed January 3, 2012
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 |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS LLC Service code 49 · EIN 34-1542819 | Other Services | $123,735 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $30,559 |
GRANT THORNTON LLP1+ years Service code 10 · EIN 36-6055558 | Accounting | $14,328 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,558 | $85,199-58.3% | $57,179-37.8% | $63,975-44.4% |
| Participation rate | 86.1% | 74.0%+12.1pp | 75.3%+10.8pp | 71.1%+15.0pp |
| Annual return | -2.27% | 10.43%-12.7pp | 14.59%-16.9pp | 48.65%-50.9pp |
| Employer contribution / active EE | $2,938 | $3,446-14.7% | $2,682+9.5% | $2,182+34.7% |
| Participant deferral / active EE | $4,893 | $3,109+57.4% | $3,096+58.0% | $3,356+45.8% |
| Admin fee / account holder | $11 | $39-70.4% | $3,139-99.6% | $70-83.8% |