Filed April 29, 2009 (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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $324,529 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS, LLC Service code 33 · EIN 34-1542819 | Securities brokerage commissions and ... | $20,416 |
MERCER2+ years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 17 · EIN 13-2834414 | Pension Consulting | $16,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,106 | $144,604+23.2% | $88,497+101.3% | $63,975+178.4% |
| Participation rate | 86.6% | 91.8%-5.3pp | 82.4%+4.2pp | 71.1%+15.5pp |
| Annual return | 20.40% | 9.63%+10.8pp | 7.63%+12.8pp | 48.65%-28.3pp |
| Employer contribution / active EE | $4,787 | $4,008+19.4% | $4,036+18.6% | $2,182+119.4% |
| Participant deferral / active EE | $6,168 | $7,027-12.2% | $4,899+25.9% | $3,356+83.8% |
| Admin fee / account holder | $139 | $78+76.9% | $6,220-97.8% | $70+96.9% |