Filed August 20, 2009
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 |
|---|---|---|
Service code 15 · EIN 04-1590850 | Recordkeeping | $86,926 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $13,352 |
WRIGHT FORD YOUNG & CO1 year Service code 10 · EIN 95-3288054 | Accounting | $10,750 |
Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 27 · EIN 59-2937883 | Advisory (Plan) | $6,648 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,158 | $23,734-48.8% | $69,182-82.4% | $65,292-81.4% |
| Participation rate | 11.1% | 33.1%-22.0pp | 55.1%-44.0pp | 72.4%-61.3pp |
| Annual return | 8.14% | 19.78%-11.6pp | -21.93%+30.1pp | 11.84%-3.7pp |
| Employer contribution / active EE | $55 | $294-81.5% | $1,206-95.5% | $2,302-97.6% |
| Participant deferral / active EE | $224 | $695-67.8% | $1,897-88.2% | $3,579-93.7% |
| Admin fee / account holder | $69 | $58+18.0% | $2,697-97.4% | $57+20.3% |