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.3 years Filed as: WELLS FARGO ADVISORS FINANCIAL Service code 99 · EIN 48-1305000 | Other Fees | $27,885 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 99 · EIN 34-1542819 | Other Fees | $27,885 |
DEFINITI LLC3 years Filed as: DEFINITI Service code 99 | Other Fees | $18,119 |
MORNINGSTAR10+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,415 |
DELFINITI3 years 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.)
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 | $251,983 | $79,171+218.3% | $102,423+146.0% | $74,495+238.3% |
| Participation rate | 96.9% | 74.8%+22.1pp | 76.5%+20.4pp | 67.2%+29.7pp |
| Annual return | 15.86% | 54.93%-39.1pp | 29.32%-13.5pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $7,912 | $2,362+234.9% | $3,023+161.7% | $2,623+201.7% |
| Participant deferral / active EE | $6,402 | $4,415+45.0% | $5,053+26.7% | $4,346+47.3% |
| Admin fee / account holder | $634 | $2,001-68.3% | $9,451-93.3% | $1,942-67.3% |