Filed May 15, 2013
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 |
|---|---|---|
S B H U LIFE AGENCY INC3 years Service code 49 · EIN 13-2896238 | Other Services | $31,824 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $17,580 |
EMPLOYEE FIDUCIARY, LLC5+ years Filed as: EMPLOYEE PLAN COMPLIANCE CO OF LA Service code 49 | Other Services | $12,040 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 49 · EIN 48-1305000 | Other Services | $10,796 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $6,067 |
EMPLOYEE FIDUCIARY, LLC3 years Filed as: EMPLOYEE PLAN COMPLIANCE CO OF LOUI Service code 49 · EIN 72-0837456 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,661 | $66,051-64.2% | $92,893-74.5% | $77,787-69.6% |
| Participation rate | 36.2% | 81.0%-44.8pp | 76.0%-39.8pp | 73.2%-37.0pp |
| Annual return | 23.47% | 20.69%+2.8pp | 109.41%-85.9pp | 32.57%-9.1pp |
| Employer contribution / active EE | $148 | $3,426-95.7% | $3,653-96.0% | $2,504-94.1% |
| Participant deferral / active EE | $1,374 | $3,013-54.4% | $4,236-67.6% | $3,967-65.4% |
| Admin fee / account holder | $26 | $148-82.1% | $5,794-99.5% | $100-73.6% |