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 | $26,337 |
Service code 26 · EIN 61-1732930 | Advisory (Participants) | $32 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-2482877 | Indirect Investment Fees | $0 |
BLACKROCK4 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 13-5657518 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT4 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
PIMCO FUNDS4 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
THE HARTFORD4 years Service code 52 · EIN 22-2937447 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO Service code 52 · EIN 41-0449260 | Indirect Investment Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,622 | $136,307+23.7% | $177,821-5.2% | $73,488+129.5% |
| Participation rate | 96.8% | 86.1%+10.7pp | 87.7%+9.1pp | 70.7%+26.1pp |
| Annual return | 13.99% | 18.68%-4.7pp | 48.32%-34.3pp | 28.51%-14.5pp |
| Employer contribution / active EE | $9,285 | $3,712+150.1% | $5,918+56.9% | $2,270+309.0% |
| Participant deferral / active EE | $4,046 | $5,829-30.6% | $7,714-47.6% | $3,740+8.2% |
| Admin fee / account holder | $154 | $596-74.1% | $12,427-98.8% | $513-70.0% |