Filed February 21, 2013
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $469,312 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $60,000 |
CROWE LLP1 year Filed as: CROWE HORWATH Service code 10 · EIN 35-0921680 | Accounting | $14,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,270 | $36,321-35.9% | $89,391-74.0% | $106,222-78.1% |
| Participation rate | 16.1% | 29.8%-13.7pp | 68.0%-51.9pp | 70.8%-54.7pp |
| Annual return | 25.36% | 24.00%+1.4pp | 245.62%-220.3pp | 21.69%+3.7pp |
| Employer contribution / active EE | $21 | $507-95.9% | $2,586-99.2% | $2,723-99.2% |
| Participant deferral / active EE | $1,033 | $1,286-19.7% | $3,890-73.4% | $4,600-77.5% |
| Admin fee / account holder | $59 | $78-24.1% | $4,881-98.8% | $78-24.6% |