Filed May 14, 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 TRYION ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $13,909 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $10,930 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,489 | $46,674-69.0% | $117,472-87.7% | $68,494-78.8% |
| Participation rate | 86.3% | 56.8%+29.5pp | 70.6%+15.7pp | 67.9%+18.4pp |
| Annual return | -15.36% | -14.52%-0.8pp | 29.74%-45.1pp | -7.84%-7.5pp |
| Employer contribution / active EE | $1,070 | $1,505-28.9% | $4,176-74.4% | $2,596-58.8% |
| Participant deferral / active EE | $1,493 | $2,636-43.4% | $4,070-63.3% | $4,027-62.9% |
| Admin fee / account holder | $141 | $4,020-96.5% | $5,645-97.5% | $5,403-97.4% |