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 |
|---|---|---|
SLC MANAGEMENT2 years Service code 51 · EIN 68-0635051 | Investment Mgmt Fees | $183,364 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO BANK NA Service code 15 · EIN 94-1347393 | Recordkeeping | $87,377 |
CAPFINANCIAL PARTNERS LLC6+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 51 · EIN 26-0058143 | Investment Mgmt Fees | $37,090 |
BLACKSTONE6+ years Filed as: BLACKSTONE ALTERNATIVE INV ADVISORS Service code 52 345 PARK AVENUE, 28TH FLOOR · NEW YORK, NY 10154 | Indirect Investment Fees | $0 |
PRINCIPAL LIFE INSURANCE COMPANY6+ 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.2 years Filed as: WELLS FARGO FUND MANAGEMENT, LLC Service code 52 · EIN 71-0828842 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO FUNDS MANAGEMENT, LLC 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.
Annual investment return 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $220,551-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 0.7%-0.7pp |
| Annual return | 1.24% | 8.91%-7.7pp | 7.32%-6.1pp | 13.24%-12.0pp |
| Employer contribution / active EE | $3,810 | $13,306-71.4% | $23,426-83.7% | $14,616-73.9% |
| Participant deferral / active EE | $0 | $563-100.0% | $107-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $9,522-100.0% | $4,137-100.0% |