Filed June 8, 2009 (most recent of 3 filings on file)
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 |
|---|---|---|
SOMERSET CPAS1 year Service code 10 · EIN 20-1717681 | Accounting | $22,594 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,594 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 61 · EIN 34-1542819 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,553 | $62,267-34.9% | $110,238-63.2% | $55,725-27.2% |
| Participation rate | 19.7% | 78.1%-58.4pp | 79.8%-60.1pp | 70.9%-51.2pp |
| Annual return | -3.10% | -1.07%-2.0pp | 314.74%-317.8pp | 244.93%-248.0pp |
| Employer contribution / active EE | $634 | $1,941-67.4% | $3,826-83.4% | $2,078-69.5% |
| Participant deferral / active EE | $1,267 | $3,516-64.0% | $4,672-72.9% | $3,356-62.2% |
| Admin fee / account holder | $99 | $121-17.9% | $8,547-98.8% | $115-13.8% |