Filed September 15, 2014
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 13 · EIN 42-0127290 | Contract Administrator | $58,779 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $28,153 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,849 | $100,923-17.9% | $150,045-44.8% | $74,304+11.5% |
| Participation rate | 97.6% | 70.1%+27.5pp | 82.3%+15.3pp | 60.3%+37.3pp |
| Annual return | 18.89% | 51.77%-32.9pp | 62.55%-43.7pp | 29.43%-10.5pp |
| Employer contribution / active EE | $3,137 | $3,463-9.4% | $4,693-33.2% | $2,241+40.0% |
| Participant deferral / active EE | $8,145 | $6,709+21.4% | $7,997+1.9% | $3,767+116.2% |
| Admin fee / account holder | $379 | $2,767-86.3% | $13,435-97.2% | $2,969-87.2% |