Filed September 19, 2012 (most recent of 5 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 |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 16 · EIN 34-1542819 | Consulting | $125,091 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 16 · EIN 23-1159360 | Consulting | $56,941 |
KPMG LLP1+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $22,000 |
HUNTON ANDREWS KURTH LLP1+ years Filed as: HUNTON & WILLIAMS LLP Service code 10 · EIN 54-0572269 | Accounting | $8,107 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,868 |
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 | $157,760 | $71,957+119.2% | $67,652+133.2% | $59,188+166.5% |
| Participation rate | 89.9% | 82.7%+7.2pp | 75.7%+14.2pp | 69.4%+20.5pp |
| Annual return | 3.33% | 8.53%-5.2pp | 6625.04%-6621.7pp | 5.51%-2.2pp |
| Employer contribution / active EE | $5,596 | $2,432+130.1% | $2,266+147.0% | $2,098+166.7% |
| Participant deferral / active EE | $7,514 | $4,211+78.4% | $3,560+111.1% | $3,265+130.1% |
| Admin fee / account holder | $33 | $64-48.5% | $4,821-99.3% | $92-64.2% |