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.2+ years Filed as: WELLS FARGO BANK Service code 15 · EIN 94-1347393 | Recordkeeping | $141,132 |
THE CENTURION GROUP, LLC2+ years Service code 27 · EIN 20-8394397 | Advisory (Plan) | $40,000 |
CROWE LLP2+ years Filed as: CROWE HORWATH, LLP Service code 10 · EIN 35-0921680 | Accounting | $10,500 |
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 | $26,938 | $44,989-40.1% | $170,442-84.2% | $77,958-65.4% |
| Participation rate | 97.7% | 64.6%+33.1pp | 83.6%+14.1pp | 71.6%+26.1pp |
| Annual return | 11.70% | 19.61%-7.9pp | 205.93%-194.2pp | 20.87%-9.2pp |
| Employer contribution / active EE | $1,538 | $1,466+4.9% | $5,433-71.7% | $2,310-33.4% |
| Participant deferral / active EE | $2,866 | $2,208+29.8% | $4,939-42.0% | $3,537-19.0% |
| Admin fee / account holder | $115 | $69+66.6% | $13,880-99.2% | $97+18.0% |