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 |
|---|---|---|
Filed as: BANK OF AMERICA Service code 49 · EIN 94-1687665 | Other Services | $93,443 |
SLC MANAGEMENT1 year Service code 51 · EIN 68-0635051 | Investment Mgmt Fees | $91,369 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO BANK NA Service code 15 · EIN 94-1347393 | Recordkeeping | $75,097 |
CAPFINANCIAL PARTNERS LLC5+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 51 · EIN 26-0058143 | Investment Mgmt Fees | $38,000 |
BLACKSTONE5+ years Filed as: BLACKSTONE ALTERNATIVE INV ADVISORS Service code 52 345 PARK AVENUE, 28TH FLOOR · NEW YORK, NY 10154 | Indirect Investment Fees | $0 |
THE HARTFORD5+ years Filed as: HARTFORD FUNDS MANAGEMENT GROUP Service code 52 PO BOX 55022 · BOSTON, MA 022055022 | Indirect Investment Fees | $0 |
PRINCIPAL LIFE INSURANCE COMPANY5+ 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.1 year Filed as: WELLS FARGO FUND MANAGEMENT, LLC Service code 52 · EIN 71-0828842 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO FUNDS MANAGEMENT, INC. Service code 52 | 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $2,822,362-100.0% | $477,209-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.6%-0.6pp |
| Annual return | 10.67% | 13.15%-2.5pp | -2.84%+13.5pp | 11.45%-0.8pp |
| Employer contribution / active EE | $0 | $23,714-100.0% | $33,329-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $352-100.0% | $51-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,475-100.0% | $15,480-100.0% |