Filed August 1, 2013 (most recent of 2 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 | $75,166 |
Filed as: IFP ADVISORS,INC. Service code 27 · EIN 59-3331424 | Advisory (Plan) | $35,000 |
SCHENCK SC4+ years Service code 27 · EIN 39-1173131 | Advisory (Plan) | $12,475 |
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 | $67,078 | $65,118+3.0% | $76,768-12.6% | $55,725+20.4% |
| Participation rate | 98.0% | 79.6%+18.3pp | 77.0%+21.0pp | 70.9%+27.1pp |
| Annual return | -5.15% | -1.27%-3.9pp | 2.43%-7.6pp | 244.93%-250.1pp |
| Employer contribution / active EE | $3,100 | $1,941+59.7% | $2,485+24.7% | $2,078+49.2% |
| Participant deferral / active EE | $3,882 | $3,688+5.3% | $3,852+0.8% | $3,356+15.7% |
| Admin fee / account holder | $187 | $116+61.4% | $6,675-97.2% | $115+62.3% |