Filed August 23, 2012
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 |
|---|---|---|
RYAN LABS ASSET MANAGEMENT3+ years Filed as: RYAN LABS, INC. Service code 18 · EIN 47-3503928 | Custodial (other than securities); Ot... | $181,179 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK NA Service code 15 · EIN 94-1347393 | Recordkeeping | $63,719 |
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 51 · EIN 26-0058143 | Investment Mgmt Fees | $35,762 |
BLACKSTONE3+ years Filed as: BLACKSTONE ALTERNATIVE INV ADVISORS Service code 52 345 PARK AVENUE · NEW YORK, NY 10154 | Indirect Investment Fees | $0 |
THE HARTFORD3+ years Filed as: HARTFORD FUNDS MANAGEMENT GROUP Service code 52 PO BOX 55022 · BOSTON, MA 022055022 | Indirect Investment Fees | $0 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Filed as: PRINCIPAL GLOBAL INVESTORS Service code 52 711 HIGH STREET · DES MOINES, IA 50392 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO FUNDS MANAGEMENT, INC. Service code 52 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO FUNDS MANAGEMENT, LLC Service code 52 · EIN 71-0828842 | Indirect Investment Fees | $0 |
See 1 actuary disclosure. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $18,026,966-100.0% | $157,466-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 1.8%-1.8pp |
| Annual return | -0.83% | 7.01%-7.8pp | 12.68%-13.5pp | 0.19%-1.0pp |
| Employer contribution / active EE | $0 | $12,638-100.0% | $22,860-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $554-100.0% | $123-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $2,825-100.0% | $426-100.0% |