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 | Claims processing; Participant commun... | $448,530 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO CLEARING SERVICES Service code 16 1 NORTH JEFFERSON · ST. LOUIS, MO 63103 | Consulting | $173,536 |
LWBJ, LLP4+ years Filed as: LWBJ FINANCIAL Service code 10 · EIN 20-3657629 | Accounting | $9,250 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $49,074 | $33,780+45.3% | $74,550-34.2% | $75,289-34.8% |
| Participation rate | 93.4% | 62.7%+30.7pp | 69.1%+24.2pp | 72.4%+20.9pp |
| Annual return | -5.14% | -1.24%-3.9pp | 32.53%-37.7pp | -0.04%-5.1pp |
| Employer contribution / active EE | $566 | $845-33.1% | $1,961-71.2% | $2,405-76.5% |
| Participant deferral / active EE | $2,708 | $1,890+43.3% | $3,108-12.9% | $3,739-27.6% |
| Admin fee / account holder | $122 | $86+41.3% | $5,060-97.6% | $102+19.3% |