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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $54,409 |
Service code 27 · EIN 22-3623353 | Advisory (Plan) | $16,445 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 27 · EIN 34-1542819 | Advisory (Plan) | $10,140 |
THE BENEFIT PRACTICE5+ years Service code 13 · EIN 13-4144565 | Contract Administrator | $7,657 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $44,411 | $89,652-50.5% | $141,162-68.5% | $65,185-31.9% |
| Participation rate | 87.5% | 74.7%+12.8pp | 82.5%+5.0pp | 70.2%+17.3pp |
| Annual return | 28.10% | 32.79%-4.7pp | 71.39%-43.3pp | 29.38%-1.3pp |
| Employer contribution / active EE | $1,043 | $3,065-66.0% | $4,735-78.0% | $2,177-52.1% |
| Participant deferral / active EE | $7,419 | $5,691+30.4% | $6,709+10.6% | $3,514+111.1% |
| Admin fee / account holder | $209 | $569-63.2% | $10,261-98.0% | $847-75.3% |