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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $385,658 |
NEWPORT GROUP, INC.3+ years Filed as: NEWPORT GROUP SECURITIES Service code 16 · EIN 59-2386168 | Consulting | $103,028 |
MCGRAW-HILL EDUCATION3+ years Service code 16 · EIN 13-1840454 | Consulting | $57,660 |
BPS&M2 years Service code 16 · EIN 94-1347393 | Consulting | $5,726 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $135,896 | $80,360+69.1% | $90,160+50.7% | $77,958+74.3% |
| Participation rate | 97.4% | 81.9%+15.4pp | 76.9%+20.5pp | 71.6%+25.7pp |
| Annual return | 16.34% | 24.56%-8.2pp | 34.88%-18.5pp | 20.87%-4.5pp |
| Employer contribution / active EE | $5,294 | $2,326+127.6% | $3,318+59.5% | $2,310+129.1% |
| Participant deferral / active EE | $8,019 | $5,829+37.6% | $5,288+51.6% | $3,537+126.7% |
| Admin fee / account holder | $135 | $64+112.3% | $5,943-97.7% | $97+39.1% |