Filed February 14, 2012 (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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $235,456 |
AMERICAN FUNDS2+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 27 · EIN 26-4789150 | Advisory (Plan) | $50,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,241 | $168,231-88.0% | $67,834-70.2% | $63,975-68.4% |
| Participation rate | 93.4% | 66.8%+26.6pp | 68.8%+24.6pp | 71.1%+22.3pp |
| Annual return | 8.21% | 11.76%-3.6pp | 138.47%-130.3pp | 48.65%-40.4pp |
| Employer contribution / active EE | $786 | $1,907-58.8% | $2,403-67.3% | $2,182-64.0% |
| Participant deferral / active EE | $2,702 | $2,827-4.4% | $3,160-14.5% | $3,356-19.5% |
| Admin fee / account holder | $93 | $81+15.3% | $4,622-98.0% | $70+31.8% |