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 | Investment management; Shareholder se... | $456,595 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 16 · EIN 34-1542810 | Consulting | $212,103 |
Filed as: KESTRA INVESTMENT SERVICES Service code 16 1250 CAPITAL OF TEXAS HIGHWAY · AUSTIN, TX 78746 | Consulting | $47,058 |
LWBJ, LLP5+ years Filed as: LWBJ FINANCIAL Service code 10 · EIN 20-3657629 | Accounting | $9,525 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $59,660 | $40,113+48.7% | $84,015-29.0% | $77,787-23.3% |
| Participation rate | 90.7% | 62.8%+27.9pp | 69.0%+21.7pp | 73.2%+17.5pp |
| Annual return | 21.36% | 23.27%-1.9pp | 71.31%-50.0pp | 32.57%-11.2pp |
| Employer contribution / active EE | $573 | $847-32.4% | $1,983-71.1% | $2,504-77.1% |
| Participant deferral / active EE | $2,861 | $2,030+40.9% | $3,239-11.7% | $3,967-27.9% |
| Admin fee / account holder | $137 | $92+49.3% | $6,101-97.8% | $100+36.7% |