Filed April 29, 2015
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 year Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 27 · EIN 34-1542819 | Advisory (Plan) | $32,624 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $28,401 |
RAFFA3 years Service code 10 · EIN 52-1511275 | Accounting | $8,750 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $41,388 | $23,119+79.0% | $71,086-41.8% | $75,289-45.0% |
| Participation rate | 28.6% | 36.3%-7.7pp | 54.7%-26.0pp | 72.4%-43.8pp |
| Annual return | -3.47% | -3.32%-0.2pp | 650.59%-654.1pp | -0.04%-3.4pp |
| Employer contribution / active EE | $454 | $399+13.7% | $1,088-58.3% | $2,405-81.1% |
| Participant deferral / active EE | $950 | $960-1.1% | $1,874-49.3% | $3,739-74.6% |
| Admin fee / account holder | $41 | $89-54.7% | $3,082-98.7% | $102-60.4% |