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.3+ years Filed as: WELLS FARGO BANK Service code 15 · EIN 94-1347393 | Recordkeeping | $130,844 |
THE CENTURION GROUP, LLC3+ years Service code 27 · EIN 20-8394397 | Advisory (Plan) | $40,000 |
CROWE LLP3+ years Filed as: CROWE HORWATH, LLP Service code 10 · EIN 35-0921680 | Accounting | $7,402 |
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 | $31,762 | $45,382-30.0% | $154,107-79.4% | $75,289-57.8% |
| Participation rate | 97.5% | 65.9%+31.6pp | 83.0%+14.5pp | 72.4%+25.1pp |
| Annual return | 7.49% | -0.47%+8.0pp | 735.12%-727.6pp | -0.04%+7.5pp |
| Employer contribution / active EE | $1,656 | $1,533+8.0% | $5,298-68.7% | $2,405-31.1% |
| Participant deferral / active EE | $3,300 | $2,384+38.4% | $5,081-35.0% | $3,739-11.7% |
| Admin fee / account holder | $119 | $89+33.1% | $13,411-99.1% | $102+16.3% |