Filed November 8, 2012
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+ years Filed as: WELLS FARGO ADVISORS Service code 17 · EIN 34-1542819 335 EAST ST. GEORGE BLVD #101 · ST. GEORGE, UT 84790 | Pension Consulting | $21,437 |
SOLTIS INVESTMENT ADVISORS1+ years Filed as: SOLTIS Service code 17 · EIN 87-0506413 20 NORTH MAIN STREET · ST. GEORGE, UT 84770 | Pension Consulting | $13,685 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,247 | $42,546-57.1% | $71,796-74.6% | $55,167-66.9% |
| Participation rate | 100.0% | 59.1%+40.9pp | 69.1%+30.9pp | 69.0%+31.0pp |
| Annual return | -5.42% | 12.36%-17.8pp | 78.04%-83.5pp | 169.23%-174.7pp |
| Employer contribution / active EE | $1,067 | $803+32.8% | $1,924-44.6% | $1,963-45.7% |
| Participant deferral / active EE | $959 | $2,064-53.5% | $2,794-65.7% | $3,054-68.6% |
| Admin fee / account holder | $166 | $650-74.4% | $4,815-96.5% | $504-67.0% |