Filed October 12, 2010
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 year Service code 15 · EIN 94-1347393 | Recordkeeping | $1,656,375 |
AON CONSULTING3+ years Filed as: AON HEWITT Service code 27 · EIN 22-2232264 | Advisory (Plan) | $113,983 |
BELL BANK1 year Filed as: BELL-LITHCO, INC. Service code 49 · EIN 36-2550923 | Other Services | $70,500 |
FOLEY & LARDNER LLP2 years Service code 49 · EIN 39-0473800 | Other Services | $48,944 |
LBMC, PC1 year Service code 10 · EIN 62-1199757 | Accounting | $17,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,288 | $53,684-84.6% | $170,442-95.1% | $80,976-89.8% |
| Participation rate | 75.9% | 69.2%+6.7pp | 83.6%-7.7pp | 68.3%+7.7pp |
| Annual return | 18.53% | 25.97%-7.4pp | 205.93%-187.4pp | 22.91%-4.4pp |
| Employer contribution / active EE | $213 | $1,642-87.0% | $5,433-96.1% | $2,402-91.1% |
| Participant deferral / active EE | $1,248 | $3,017-58.6% | $4,939-74.7% | $3,848-67.6% |
| Admin fee / account holder | $35 | $46-23.8% | $13,880-99.7% | $67-47.6% |