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 ADVISORS FINANCIAL Service code 99 · EIN 48-1305000 | Other Fees | $39,206 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 99 · EIN 34-1542819 | Other Fees | $39,206 |
DEFINITI LLC1 year Filed as: DEFINITI Service code 99 | Other Fees | $15,912 |
MORNINGSTAR8+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,239 |
DELFINITI1 year Service code 99 · EIN 85-0833363 | Other Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,243 | $65,435+232.0% | $86,677+150.6% | $66,914+224.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | -12.46% | -10.89%-1.6pp | 35.91%-48.4pp | 1.58%-14.0pp |
| Employer contribution / active EE | $8,556 | $2,153+297.4% | $2,836+201.7% | $2,544+236.3% |
| Participant deferral / active EE | $6,018 | $4,100+46.8% | $4,656+29.3% | $4,237+42.0% |
| Admin fee / account holder | $589 | $642-8.1% | $7,493-92.1% | $593-0.6% |