Filed June 8, 2009 (most recent of 3 filings on file)
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 Service code 15 · EIN 94-1347393 | Recordkeeping | $209,905 |
AON CONSULTING2+ years Filed as: AON HEWITT INVESTMENT CONSULTING, I Service code 20 · EIN 36-3051915 | Trustee (individual); Investment advi... | $53,050 |
CROWE LLP2+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $25,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,090 | $80,211+1.1% | $74,183+9.3% | $63,975+26.8% |
| Participation rate | 97.3% | 84.2%+13.1pp | 76.6%+20.7pp | 71.1%+26.1pp |
| Annual return | 16.47% | 14.13%+2.3pp | 17.74%-1.3pp | 48.65%-32.2pp |
| Employer contribution / active EE | $4,319 | $2,553+69.1% | $2,370+82.2% | $2,182+98.0% |
| Participant deferral / active EE | $4,200 | $4,370-3.9% | $3,550+18.3% | $3,356+25.1% |
| Admin fee / account holder | $162 | $67+141.7% | $5,586-97.1% | $70+130.7% |