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 | $754,638 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $63,716 |
CROWE LLP3 years Filed as: CROWE HORWATH Service code 10 · EIN 35-0921680 | Accounting | $17,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,689 | $35,293-38.5% | $77,024-71.8% | $89,394-75.7% |
| Participation rate | 35.6% | 31.3%+4.3pp | 67.9%-32.3pp | 71.3%-35.7pp |
| Annual return | -16.12% | -5.92%-10.2pp | 42.32%-58.4pp | -11.89%-4.2pp |
| Employer contribution / active EE | $45 | $695-93.6% | $2,812-98.4% | $3,022-98.5% |
| Participant deferral / active EE | $2,995 | $1,764+69.8% | $4,426-32.3% | $5,123-41.5% |
| Admin fee / account holder | $65 | $105-38.3% | $5,425-98.8% | $79-18.4% |