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.3+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $34,808 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS C Service code 15 · EIN 13-3689044 | Recordkeeping | $6,187 |
THE BENEFIT PRACTICE3+ years Service code 15 · EIN 13-4144565 | Recordkeeping | $2,025 |
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 | $35,720 | $80,753-55.8% | $136,294-73.8% | $62,292-42.7% |
| Participation rate | 92.9% | 73.5%+19.4pp | 81.9%+11.0pp | 69.5%+23.4pp |
| Annual return | 21.19% | 35.83%-14.6pp | 5155.94%-5134.7pp | 28.90%-7.7pp |
| Employer contribution / active EE | $1,428 | $2,884-50.5% | $4,695-69.6% | $2,042-30.1% |
| Participant deferral / active EE | $9,183 | $5,164+77.8% | $6,247+47.0% | $3,169+189.8% |
| Admin fee / account holder | $112 | $525-78.7% | $9,243-98.8% | $479-76.7% |