Filed September 28, 2009
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 |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 99 | Other Fees | $47,045 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS FIN NETWORK LL Service code 99 | Other Fees | $25,529 |
DEFINITI LLC1 year Service code 99 · EIN 85-0833363 | Other Fees | $19,647 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 27 | Advisory (Plan) | $2,714 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 99 · EIN 48-1305000 | Other Fees | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WELS FARGO CLEARING SVCS LLC Service code 99 · EIN 34-1542819 | Other Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $277,179 | $84,936+226.3% | $111,297+149.0% | $79,386+249.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 77.3%+22.7pp | 70.7%+29.3pp |
| Annual return | 14.44% | 17.45%-3.0pp | 54.65%-40.2pp | 116.85%-102.4pp |
| Employer contribution / active EE | $5,763 | $1,979+191.2% | $2,731+111.0% | $2,427+137.4% |
| Participant deferral / active EE | $5,463 | $3,888+40.5% | $4,487+21.7% | $4,046+35.0% |
| Admin fee / account holder | $391 | $537-27.2% | $7,964-95.1% | $626-37.6% |