Filed January 13, 2014 (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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $286,602 |
LPL FINANCIAL1 year Service code 27 · EIN 04-3046611 | Advisory (Plan) | $52,500 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS, LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $25,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,154 | $74,462-8.5% | $81,983-16.9% | $90,288-24.5% |
| Participation rate | 84.0% | 69.7%+14.3pp | 69.2%+14.8pp | 73.4%+10.6pp |
| Annual return | 18.22% | 17.56%+0.7pp | 41.31%-23.1pp | 53.97%-35.7pp |
| Employer contribution / active EE | $678 | $2,334-70.9% | $2,498-72.8% | $2,524-73.1% |
| Participant deferral / active EE | $3,800 | $3,602+5.5% | $3,722+2.1% | $4,232-10.2% |
| Admin fee / account holder | $114 | $98+16.8% | $5,664-98.0% | $114+0.4% |