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; Direct payment fro... | $464,740 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS Service code 16 · EIN 34-1542810 | Consulting | $224,626 |
LWBJ, LLP6+ years Filed as: LWBJ FINANCIAL Service code 10 · EIN 20-3657629 | Accounting | $9,700 |
NATIONAL FINANCIAL SERVICES6+ 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 | $65,667 | $43,466+51.1% | $90,951-27.8% | $90,288-27.3% |
| Participation rate | 90.5% | 62.5%+28.1pp | 69.0%+21.5pp | 73.4%+17.2pp |
| Annual return | 15.57% | 25.26%-9.7pp | 134.60%-119.0pp | 53.97%-38.4pp |
| Employer contribution / active EE | $610 | $840-27.4% | $2,122-71.3% | $2,524-75.8% |
| Participant deferral / active EE | $3,118 | $2,138+45.9% | $3,373-7.6% | $4,232-26.3% |
| Admin fee / account holder | $134 | $92+46.4% | $5,959-97.7% | $114+17.9% |