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.1 year Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $77,725 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $1,840 |
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 | $349,872 | $112,750+210.3% | $103,464+238.2% | $74,546+369.3% |
| Participation rate | 95.0% | 80.9%+14.1pp | 80.5%+14.5pp | 67.2%+27.8pp |
| Annual return | 10.76% | 23.22%-12.5pp | 23.91%-13.2pp | 1366.03%-1355.3pp |
| Employer contribution / active EE | $8,830 | $4,880+80.9% | $4,677+88.8% | $2,624+236.5% |
| Participant deferral / active EE | $9,139 | $7,289+25.4% | $6,624+38.0% | $4,347+110.2% |
| Admin fee / account holder | $692 | $1,702-59.3% | $9,410-92.6% | $1,944-64.4% |