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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $218,041 |
AON CONSULTING3+ years Filed as: AON HEWITT INVESTMENT CONSULTING, I Service code 20 · EIN 36-3051915 | Direct payment from the plan; Investm... | $74,092 |
CROWE LLP3+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $25,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,877 | $88,730-3.2% | $82,313+4.3% | $77,958+10.2% |
| Participation rate | 95.1% | 84.5%+10.6pp | 76.9%+18.2pp | 71.6%+23.5pp |
| Annual return | 16.21% | 20.88%-4.7pp | 25.88%-9.7pp | 20.87%-4.7pp |
| Employer contribution / active EE | $4,719 | $2,758+71.1% | $2,428+94.3% | $2,310+104.2% |
| Participant deferral / active EE | $4,534 | $4,634-2.2% | $3,706+22.3% | $3,537+28.2% |
| Admin fee / account holder | $172 | $74+133.0% | $5,608-96.9% | $97+77.0% |