Filed January 3, 2013 (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.1+ years Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $237,887 |
COOK STREET CONSULTING1+ years Service code 17 · EIN 84-0854432 | Pension Consulting | $69,998 |
BOULAY PLLP1+ years Service code 10 · EIN 41-0887288 | Accounting | $17,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $181,060 | $38,925+365.2% | $73,843+145.2% | $55,191+228.1% |
| Participation rate | 46.0% | 66.0%-20.0pp | 73.4%-27.4pp | 69.2%-23.1pp |
| Annual return | -0.88% | 6.31%-7.2pp | 2267.84%-2268.7pp | 10.78%-11.7pp |
| Employer contribution / active EE | $2,068 | $1,695+22.0% | $2,787-25.8% | $1,899+8.9% |
| Participant deferral / active EE | $7,339 | $2,351+212.2% | $3,583+104.8% | $3,046+140.9% |
| Admin fee / account holder | $459 | $83+453.8% | $4,880-90.6% | $91+405.5% |