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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $32,083 |
WELLS FARGO BANK, N.A.2 years Service code 15 · EIN 94-1347393 | Recordkeeping | $20,020 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,141 | $58,347-44.9% | $85,682-62.5% | $86,799-63.0% |
| Participation rate | 89.4% | 64.9%+24.5pp | 69.9%+19.5pp | 72.3%+17.1pp |
| Annual return | 14.00% | 18.43%-4.4pp | 21.49%-7.5pp | 97.91%-83.9pp |
| Employer contribution / active EE | $3,521 | $1,751+101.1% | $2,618+34.5% | $2,405+46.4% |
| Participant deferral / active EE | $0 | $3,065-100.0% | $3,923-100.0% | $4,131-100.0% |
| Admin fee / account holder | $98 | $147-33.7% | $6,873-98.6% | $170-42.4% |