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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $200,318 |
NEWPORT GROUP, INC.2+ years Filed as: NEWPORT GROUP SECURITIES Service code 16 · EIN 59-2386168 | Consulting | $128,069 |
MCGRAW-HILL EDUCATION2+ years Service code 16 · EIN 13-1840454 | Consulting | $99,210 |
ERNST & YOUNG LLP2+ years Service code 10 · EIN 34-6565596 | Accounting | $47,500 |
BPS&M1 year Service code 16 · EIN 94-1347393 | Consulting | $6,133 |
HEWITT ASSOCIATES LLC2+ years Service code 33 · EIN 36-3051915 | Distribution (12b-1) fees; Direct pay... | $2,875 |
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 | $119,713 | $70,106+70.8% | $80,975+47.8% | $63,975+87.1% |
| Participation rate | 97.1% | 79.4%+17.7pp | 75.8%+21.3pp | 71.1%+26.0pp |
| Annual return | 9.48% | 13.93%-4.4pp | 17.10%-7.6pp | 48.65%-39.2pp |
| Employer contribution / active EE | $5,083 | $2,042+148.9% | $3,714+36.8% | $2,182+133.0% |
| Participant deferral / active EE | $7,562 | $5,245+44.2% | $5,696+32.7% | $3,356+125.3% |
| Admin fee / account holder | $101 | $57+76.5% | $5,516-98.2% | $70+42.8% |