Filed February 27, 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+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $27,055 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS C Service code 15 · EIN 13-3689044 | Recordkeeping | $4,977 |
THE BENEFIT PRACTICE1+ years Service code 15 · EIN 13-4144565 | Recordkeeping | $3,034 |
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 | $29,431 | $70,002-58.0% | $115,037-74.4% | $52,331-43.8% |
| Participation rate | 87.7% | 72.1%+15.6pp | 81.4%+6.4pp | 68.1%+19.6pp |
| Annual return | 0.37% | 4.04%-3.7pp | 26.14%-25.8pp | 4.54%-4.2pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $7,201 | $4,920+46.4% | $6,026+19.5% | $3,022+138.3% |
| Admin fee / account holder | $115 | $566-79.7% | $8,175-98.6% | $592-80.5% |