Filed June 22, 2010 (most recent of 3 filings on file)
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 49 · EIN 04-1590850 | Other Services | $25,710 |
Service code 26 · EIN 61-1732930 | Advisory (Participants) | $88 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-2482877 | Indirect Investment Fees | $0 |
BLACKROCK3 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT3 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
PIMCO FUNDS3 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
THE HARTFORD3 years Service code 52 · EIN 22-2937447 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO Service code 52 · EIN 41-0449260 | Indirect Investment Fees | $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 | $153,256 | $98,982+54.8% | $162,163-5.5% | $65,185+135.1% |
| Participation rate | 98.0% | 85.8%+12.2pp | 87.6%+10.5pp | 70.2%+27.8pp |
| Annual return | 21.39% | 24.84%-3.4pp | 115.59%-94.2pp | 29.38%-8.0pp |
| Employer contribution / active EE | $9,331 | $3,467+169.2% | $5,614+66.2% | $2,177+328.7% |
| Participant deferral / active EE | $3,821 | $5,384-29.0% | $7,298-47.6% | $3,514+8.8% |
| Admin fee / account holder | $158 | $596-73.6% | $10,843-98.5% | $847-81.4% |