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 |
|---|---|---|
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS Service code 16 · EIN 34-1542810 | Consulting | $243,750 |
Service code 12 · EIN 13-3689044 | Account maintenance fees; Distributio... | $234,235 |
UHY LLP1 year Service code 10 · EIN 20-0694403 | Accounting | $6,000 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,580 | $39,166+16.4% | $79,550-42.7% | $78,044-41.6% |
| Participation rate | 95.4% | 57.3%+38.0pp | 69.5%+25.9pp | 74.4%+20.9pp |
| Annual return | -16.17% | -9.39%-6.8pp | 0.16%-16.3pp | 10.87%-27.0pp |
| Employer contribution / active EE | $655 | $1,019-35.7% | $2,413-72.8% | $3,125-79.0% |
| Participant deferral / active EE | $3,380 | $2,079+62.6% | $3,985-15.2% | $5,084-33.5% |
| Admin fee / account holder | $73 | $67+8.1% | $6,832-98.9% | $79-8.1% |