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 year Service code 15 · EIN 94-1347393 | Recordkeeping | $112,698 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES, LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $40,000 |
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 | $41,841 | $56,095-25.4% | $178,490-76.6% | $90,288-53.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 81.9%+18.1pp | 73.4%+26.6pp |
| Annual return | 13.19% | 28.81%-15.6pp | 151.07%-137.9pp | 53.97%-40.8pp |
| Employer contribution / active EE | $1,775 | $1,572+12.9% | $5,011-64.6% | $2,524-29.7% |
| Participant deferral / active EE | $4,041 | $2,669+51.4% | $5,202-22.3% | $4,232-4.5% |
| Admin fee / account holder | $102 | $101+1.5% | $13,984-99.3% | $114-10.4% |