Filed June 1, 2010
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.1+ years Filed as: WELLS FARGO ADVISORS LLC Service code 28 · EIN 34-1542819 | Investment Management | $18,484 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $2,766 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $926 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. AND AFFILIATES Service code 59 | Shareholder Servicing | $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 | $73,113 | $54,320+34.6% | $67,652+8.1% | $52,331+39.7% |
| Participation rate | 94.2% | 73.6%+20.6pp | 75.7%+18.5pp | 68.1%+26.1pp |
| Annual return | 1.21% | 6.81%-5.6pp | 6625.04%-6623.8pp | 4.54%-3.3pp |
| Employer contribution / active EE | $1,776 | $1,544+15.1% | $2,266-21.6% | $1,882-5.6% |
| Participant deferral / active EE | $5,079 | $2,950+72.2% | $3,560+42.7% | $3,022+68.1% |
| Admin fee / account holder | $88 | $527-83.4% | $4,821-98.2% | $592-85.2% |