Filed February 2, 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 |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 49 · EIN 34-1542819 | Other Services | $18,384 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $13,744 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,158 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $67,480 | $75,183-10.2% | $123,892-45.5% | $55,167+22.3% |
| Participation rate | 91.0% | 72.8%+18.2pp | 81.4%+9.6pp | 69.0%+22.0pp |
| Annual return | 9.03% | 19.01%-10.0pp | 47.52%-38.5pp | 169.23%-160.2pp |
| Employer contribution / active EE | $1,777 | $2,823-37.1% | $4,617-61.5% | $1,963-9.5% |
| Participant deferral / active EE | $8,125 | $5,084+59.8% | $5,984+35.8% | $3,054+166.0% |
| Admin fee / account holder | $18 | $663-97.2% | $8,357-99.8% | $504-96.4% |