Filed June 9, 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 | $145,382 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SVCS (WF ADVS) Service code 27 · EIN 34-1542819 | Advisory (Plan) | $74,929 |
BDO USA, LLP1 year Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $14,915 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $58,802 | $105,190-44.1% | $98,907-40.5% | $90,288-34.9% |
| Participation rate | 93.1% | 86.4%+6.7pp | 76.0%+17.1pp | 73.4%+19.7pp |
| Annual return | 10.04% | 18.52%-8.5pp | 196.43%-186.4pp | 53.97%-43.9pp |
| Employer contribution / active EE | $1,845 | $3,831-51.8% | $2,689-31.4% | $2,524-26.9% |
| Participant deferral / active EE | $4,013 | $5,616-28.5% | $4,244-5.4% | $4,232-5.2% |
| Admin fee / account holder | $145 | $97+49.4% | $6,642-97.8% | $114+27.5% |