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.3+ 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 | $49,970 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN FINANCIAL ADVISORS Service code 49 · EIN 38-1357951 | Other Services | $15,596 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $3,685 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $74,027 | $90,410-18.1% | $91,001-18.7% | $77,958-5.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 75.6%+24.4pp | 71.6%+28.4pp |
| Annual return | 18.59% | 21.34%-2.8pp | 4.60%+14.0pp | 20.87%-2.3pp |
| Employer contribution / active EE | $2,465 | $3,392-27.3% | $2,456+0.4% | $2,310+6.7% |
| Participant deferral / active EE | $6,545 | $4,816+35.9% | $3,547+84.5% | $3,537+85.1% |
| Admin fee / account holder | $51 | $79-35.9% | $5,417-99.1% | $97-48.0% |