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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $250,845 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 10 · EIN 34-1542819 | Accounting | $126,109 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $57,931 |
KPMG LLP1 year Service code 10 · EIN 13-5565207 | Accounting | $46,200 |
Filed as: TOWERS WATSON DELAWARE INC Service code 10 · EIN 53-0181291 | Accounting | $43,162 |
HUNTON ANDREWS KURTH LLP2+ years Filed as: HUNTON & WILLIAMS LLP Service code 10 · EIN 54-0572269 | Accounting | $25,070 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $174,163 | $80,211+117.1% | $74,183+134.8% | $63,975+172.2% |
| Participation rate | 96.4% | 84.2%+12.2pp | 76.6%+19.8pp | 71.1%+25.3pp |
| Annual return | 7.80% | 14.13%-6.3pp | 17.74%-9.9pp | 48.65%-40.9pp |
| Employer contribution / active EE | $7,322 | $2,553+186.8% | $2,370+208.9% | $2,182+235.6% |
| Participant deferral / active EE | $8,385 | $4,370+91.9% | $3,550+136.2% | $3,356+149.8% |
| Admin fee / account holder | $100 | $67+48.6% | $5,586-98.2% | $70+41.8% |