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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $308,515 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 27 · EIN 34-1542819 | Advisory (Plan) | $30,587 |
Filed as: NATIONAL FINANCIAL SERVICES, LLC Service code 33 · EIN 04-3532603 | Recordkeeping fees; Securities broker... | $6,623 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $319,446 | $65,118+390.6% | $76,768+316.1% | $55,725+473.3% |
| Participation rate | 94.6% | 79.6%+15.0pp | 77.0%+17.7pp | 70.9%+23.8pp |
| Annual return | -1.57% | -1.27%-0.3pp | 2.43%-4.0pp | 244.93%-246.5pp |
| Employer contribution / active EE | $1,624 | $1,941-16.3% | $2,485-34.7% | $2,078-21.9% |
| Participant deferral / active EE | $4,706 | $3,688+27.6% | $3,852+22.2% | $3,356+40.2% |
| Admin fee / account holder | $37 | $116-67.8% | $6,675-99.4% | $115-67.7% |