Filed July 2, 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 |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $280,810 |
HEWITT ASSOCIATES LLC1+ years Service code 33 · EIN 36-3051915 | Securities brokerage; Distribution (1... | $159,505 |
MCGRAW-HILL EDUCATION1+ years Service code 16 · EIN 13-1840454 | Consulting | $125,387 |
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT GROUP SECURITIES Service code 16 · EIN 59-2386168 | Consulting | $76,328 |
ERNST & YOUNG LLP1+ years Service code 10 · EIN 34-6565596 | Accounting | $42,800 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $114,540 | $68,092+68.2% | $73,307+56.2% | $59,188+93.5% |
| Participation rate | 96.6% | 78.1%+18.5pp | 74.9%+21.7pp | 69.4%+27.2pp |
| Annual return | 0.14% | 5.93%-5.8pp | 5.67%-5.5pp | 5.51%-5.4pp |
| Employer contribution / active EE | $5,157 | $2,018+155.6% | $3,237+59.3% | $2,098+145.8% |
| Participant deferral / active EE | $7,614 | $5,041+51.0% | $4,991+52.5% | $3,265+133.2% |
| Admin fee / account holder | $340 | $630-46.0% | $5,637-94.0% | $92+268.8% |