Filed May 15, 2013
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.2+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 27-0058684 | Advisory (Plan) | $90,000 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $36,104 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $6,817 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $63,746 | $82,279-22.5% | $77,999-18.3% | $63,975-0.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 75.5%+24.5pp | 71.1%+28.9pp |
| Annual return | 8.94% | 11.20%-2.3pp | 425.96%-417.0pp | 48.65%-39.7pp |
| Employer contribution / active EE | $2,398 | $3,297-27.3% | $2,470-2.9% | $2,182+9.9% |
| Participant deferral / active EE | $5,999 | $4,538+32.2% | $3,497+71.6% | $3,356+78.7% |
| Admin fee / account holder | $39 | $81-52.2% | $5,480-99.3% | $70-44.8% |