Filed November 1, 2012
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 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $430,453 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES, INC. Service code 16 | Consulting | $191,578 |
LWBJ, LLP3+ years Filed as: LWBJ FINANCIAL Service code 10 · EIN 20-3657629 | Accounting | $9,000 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO CLEARING SERVICES Service code 16 1 NORTH JEFFERSON · ST. LOUIS, MO 63103 | Consulting | $0 |
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 | $48,704 | $38,833+25.4% | $78,778-38.2% | $77,958-37.5% |
| Participation rate | 98.0% | 60.9%+37.1pp | 69.2%+28.8pp | 71.6%+26.4pp |
| Annual return | 15.94% | 20.31%-4.4pp | 35.62%-19.7pp | 20.87%-4.9pp |
| Employer contribution / active EE | $580 | $840-30.9% | $1,986-70.8% | $2,310-74.9% |
| Participant deferral / active EE | $2,579 | $1,776+45.2% | $2,958-12.8% | $3,537-27.1% |
| Admin fee / account holder | $81 | $89-8.5% | $5,134-98.4% | $97-16.4% |