Filed January 18, 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 |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $82,787 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,747 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $391,521 | $142,424+174.9% | $100,534+289.4% | $74,304+426.9% |
| Participation rate | 93.1% | 79.6%+13.6pp | 80.6%+12.5pp | 60.3%+32.8pp |
| Annual return | 12.64% | 27.53%-14.9pp | 32.66%-20.0pp | 29.43%-16.8pp |
| Employer contribution / active EE | $8,993 | $5,555+61.9% | $4,346+106.9% | $2,241+301.2% |
| Participant deferral / active EE | $9,613 | $8,247+16.6% | $6,144+56.5% | $3,767+155.2% |
| Admin fee / account holder | $766 | $1,986-61.4% | $7,654-90.0% | $2,969-74.2% |