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.3+ years Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $102,285 |
COOK STREET CONSULTING3+ years Service code 17 · EIN 84-0854432 | Pension Consulting | $52,533 |
BOULAY PLLP3+ years Service code 10 · EIN 41-0887288 | Accounting | $18,500 |
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 | $169,674 | $46,100+268.1% | $86,590+96.0% | $69,631+143.7% |
| Participation rate | 81.8% | 67.2%+14.6pp | 73.5%+8.3pp | 70.7%+11.1pp |
| Annual return | 18.98% | 21.02%-2.0pp | 964.84%-945.9pp | 27571.02%-27552.0pp |
| Employer contribution / active EE | $2,198 | $1,850+18.8% | $2,839-22.6% | $2,032+8.2% |
| Participant deferral / active EE | $8,280 | $2,432+240.5% | $3,609+129.5% | $3,224+156.9% |
| Admin fee / account holder | $178 | $94+89.6% | $4,906-96.4% | $110+61.1% |