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.2+ years Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $136,717 |
COOK STREET CONSULTING2+ years Service code 17 · EIN 84-0854432 | Pension Consulting | $41,442 |
BOULAY PLLP2+ years Service code 10 · EIN 41-0887288 | Accounting | $18,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $194,411 | $39,859+387.7% | $78,689+147.1% | $57,658+237.2% |
| Participation rate | 41.9% | 66.1%-24.2pp | 73.6%-31.7pp | 70.2%-28.3pp |
| Annual return | 10.42% | 18.96%-8.5pp | 62.18%-51.8pp | 5.13%+5.3pp |
| Employer contribution / active EE | $2,192 | $1,786+22.7% | $2,851-23.1% | $1,974+11.0% |
| Participant deferral / active EE | $7,749 | $2,248+244.7% | $3,517+120.4% | $3,061+153.2% |
| Admin fee / account holder | $266 | $76+249.3% | $4,510-94.1% | $95+181.6% |