Filed June 24, 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $77,806 |
WELLS FARGO BANK, N.A.10+ years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $23,117 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,111 | $57,831-58.3% | $82,389-70.7% | $85,563-71.8% |
| Participation rate | 75.3% | 55.0%+20.3pp | 69.5%+5.7pp | 66.0%+9.3pp |
| Annual return | 18.43% | 17.86%+0.6pp | 28.67%-10.2pp | 31.51%-13.1pp |
| Employer contribution / active EE | $846 | $1,643-48.5% | $2,517-66.4% | $2,654-68.1% |
| Participant deferral / active EE | $2,722 | $3,118-12.7% | $4,155-34.5% | $4,375-37.8% |
| Admin fee / account holder | $88 | $1,391-93.7% | $7,231-98.8% | $834-89.5% |