Filed August 14, 2009
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.1+ years Filed as: WELLS FARGO BANK Service code 15 · EIN 94-1347393 | Recordkeeping | $614,813 |
CAPFINANCIAL PARTNERS LLC1+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $52,525 |
VENABLE LLP1+ years Service code 29 · EIN 52-0517250 | Legal | $30,991 |
FAW CASSON1+ years Service code 10 · EIN 52-0619968 | Accounting | $14,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $51,136 | $69,651-26.6% | $85,969-40.5% | $69,651-26.6% |
| Participation rate | 35.0% | 66.6%-31.6pp | 76.5%-41.5pp | 66.6%-31.6pp |
| Annual return | 1.07% | 53.77%-52.7pp | 9.32%-8.2pp | 53.77%-52.7pp |
| Employer contribution / active EE | $677 | $2,241-69.8% | $3,474-80.5% | $2,241-69.8% |
| Participant deferral / active EE | $1,033 | $3,635-71.6% | $3,829-73.0% | $3,635-71.6% |
| Admin fee / account holder | $96 | $63+51.2% | $6,053-98.4% | $63+51.2% |