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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $174,181 |
AMERICAN FUNDS3+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 27 ONE PARKVIEW PLZ STE 620 · OAKBROOK TERRACE, IL 60181 | Advisory (Plan) | $50,000 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $35,667 |
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 | $22,215 | $65,292-66.0% | $71,671-69.0% | $77,958-71.5% |
| Participation rate | 91.1% | 67.4%+23.7pp | 68.7%+22.3pp | 71.6%+19.4pp |
| Annual return | 16.58% | 21.25%-4.7pp | 20.65%-4.1pp | 20.87%-4.3pp |
| Employer contribution / active EE | $836 | $2,085-59.9% | $2,460-66.0% | $2,310-63.8% |
| Participant deferral / active EE | $3,026 | $3,008+0.6% | $3,438-12.0% | $3,537-14.4% |
| Admin fee / account holder | $79 | $84-6.4% | $5,558-98.6% | $97-18.8% |