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 | $51,092-52.8% | $76,735-68.6% | $79,634-69.7% |
| Participation rate | 75.3% | 50.2%+25.1pp | 69.5%+5.8pp | 62.5%+12.8pp |
| Annual return | 18.43% | 18.04%+0.4pp | 29.77%-11.3pp | 36.46%-18.0pp |
| Employer contribution / active EE | $846 | $1,519-44.3% | $2,454-65.5% | $2,529-66.5% |
| Participant deferral / active EE | $2,722 | $2,529+7.6% | $4,088-33.4% | $3,835-29.0% |
| Admin fee / account holder | $88 | $1,865-95.3% | $7,189-98.8% | $1,002-91.2% |