Filed March 21, 2014
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 13 · EIN 42-0127290 | Contract Administrator | $9,967 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $8,396 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,332 | $60,607+17.7% | $189,557-62.4% | $86,799-17.8% |
| Participation rate | 43.2% | 68.9%-25.7pp | 78.4%-35.3pp | 72.3%-29.1pp |
| Annual return | -7.07% | 65.18%-72.2pp | 64.17%-71.2pp | 97.91%-105.0pp |
| Employer contribution / active EE | $882 | $1,626-45.7% | $4,412-80.0% | $2,405-63.3% |
| Participant deferral / active EE | $2,540 | $3,895-34.8% | $6,174-58.9% | $4,131-38.5% |
| Admin fee / account holder | $125 | $159-21.3% | $9,807-98.7% | $170-26.3% |