Filed August 9, 2012 (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 9-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 BANK Service code 15 · EIN 94-1347393 | Recordkeeping | $57,656 |
THE CENTURION GROUP, LLC1+ years Service code 27 · EIN 20-8394397 | Advisory (Plan) | $20,000 |
CROWE LLP1+ years Filed as: CROWE HORWATH, LLP Service code 10 · EIN 35-0921680 | Accounting | $10,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,550 | $37,213-36.7% | $156,549-85.0% | $63,975-63.2% |
| Participation rate | 97.5% | 65.0%+32.5pp | 84.0%+13.5pp | 71.1%+26.4pp |
| Annual return | 10.86% | 47.89%-37.0pp | 32.23%-21.4pp | 48.65%-37.8pp |
| Employer contribution / active EE | $1,487 | $1,357+9.6% | $5,501-73.0% | $2,182-31.8% |
| Participant deferral / active EE | $2,767 | $2,070+33.7% | $4,871-43.2% | $3,356-17.6% |
| Admin fee / account holder | $112 | $56+98.3% | $13,027-99.1% | $70+58.6% |