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.3+ years Filed as: WELLS FARGO BANK Service code 15 · EIN 94-1347393 | Recordkeeping | $402,387 |
VENABLE LLP3+ years Service code 29 · EIN 52-0517250 | Legal | $69,001 |
CAPFINANCIAL PARTNERS LLC3+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $66,209 |
FAW CASSON2 years Filed as: FAW CASSON & CO LLP Service code 10 · EIN 52-0619968 | Accounting | $15,500 |
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 | $59,219 | $80,976-26.9% | $117,039-49.4% | $80,976-26.9% |
| Participation rate | 36.7% | 68.3%-31.5pp | 77.2%-40.5pp | 68.3%-31.5pp |
| Annual return | 16.30% | 22.91%-6.6pp | 18.95%-2.6pp | 22.91%-6.6pp |
| Employer contribution / active EE | $816 | $2,402-66.0% | $3,785-78.4% | $2,402-66.0% |
| Participant deferral / active EE | $1,236 | $3,848-67.9% | $3,929-68.6% | $3,848-67.9% |
| Admin fee / account holder | $73 | $67+8.9% | $5,974-98.8% | $67+8.9% |