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.2+ years Filed as: WELLS FARGO BANK Service code 15 · EIN 94-1347393 | Recordkeeping | $620,118 |
VENABLE LLP2+ years Service code 29 · EIN 52-0517250 | Legal | $65,185 |
CAPFINANCIAL PARTNERS LLC2+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $49,930 |
FAW CASSON1 year Filed as: FAW CASSON & CO LLP Service code 10 · EIN 52-0619968 | Accounting | $14,950 |
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 | $50,722 | $329,111-84.6% | $106,619-52.4% | $329,111-84.6% |
| Participation rate | 34.8% | 67.9%-33.0pp | 78.0%-43.1pp | 67.9%-33.0pp |
| Annual return | 7.86% | 16.35%-8.5pp | 9.42%-1.6pp | 16.35%-8.5pp |
| Employer contribution / active EE | $874 | $2,303-62.1% | $3,947-77.9% | $2,303-62.1% |
| Participant deferral / active EE | $1,116 | $3,682-69.7% | $3,930-71.6% | $3,682-69.7% |
| Admin fee / account holder | $87 | $754-88.4% | $6,418-98.6% | $754-88.4% |