Filed August 16, 2010 (most recent of 2 filings on file)
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.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $32,447 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $29,042 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $252,127 | $86,225+192.4% | $146,665+71.9% | $86,799+190.5% |
| Participation rate | 87.0% | 78.0%+9.0pp | 80.1%+7.0pp | 72.3%+14.7pp |
| Annual return | 13.93% | 31.23%-17.3pp | 22.74%-8.8pp | 97.91%-84.0pp |
| Employer contribution / active EE | $13,196 | $2,392+451.7% | $4,136+219.0% | $2,405+448.6% |
| Participant deferral / active EE | $8,649 | $4,245+103.7% | $5,506+57.1% | $4,131+109.4% |
| Admin fee / account holder | $223 | $195+14.3% | $10,280-97.8% | $170+31.6% |