Filed October 4, 2011 (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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $97,324 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 27 · EIN 94-1347393 | Advisory (Plan) | $65,351 |
FIDUCIENT ADVISORS LLC1 year Service code 27 · EIN 36-4001764 | Advisory (Plan) | $41,790 |
BKD, LLP1 year Filed as: BKD,LLP Service code 27 · EIN 99-9992021 | Advisory (Plan) | $7,850 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,573 | $93,131-16.7% | $106,548-27.2% | $86,799-10.6% |
| Participation rate | 98.2% | 81.4%+16.8pp | 76.1%+22.1pp | 72.3%+25.9pp |
| Annual return | 15.60% | 19.45%-3.8pp | 26.80%-11.2pp | 97.91%-82.3pp |
| Employer contribution / active EE | $2,427 | $2,895-16.2% | $2,819-13.9% | $2,405+0.9% |
| Participant deferral / active EE | $4,507 | $4,708-4.3% | $4,398+2.5% | $4,131+9.1% |
| Admin fee / account holder | $206 | $145+42.1% | $7,407-97.2% | $170+21.6% |