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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $228,571 |
AON CONSULTING4+ years Filed as: AON HEWITT INVESTMENT CONSULTING, I Service code 20 · EIN 36-3051915 | Direct payment from the plan; Trustee... | $57,120 |
CROWE LLP4+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $26,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,269 | $78,852+4.3% | $76,768+7.2% | $75,289+9.3% |
| Participation rate | 95.0% | 85.0%+10.1pp | 77.0%+18.1pp | 72.4%+22.6pp |
| Annual return | -4.56% | -1.29%-3.3pp | 2.43%-7.0pp | -0.04%-4.5pp |
| Employer contribution / active EE | $4,974 | $2,794+78.0% | $2,485+100.1% | $2,405+106.8% |
| Participant deferral / active EE | $5,080 | $4,800+5.8% | $3,852+31.9% | $3,739+35.9% |
| Admin fee / account holder | $168 | $79+112.3% | $6,675-97.5% | $102+63.9% |