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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $358,194 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $191,252 |
NEWPORT GROUP, INC.7+ years Filed as: NEWPORT GROUP SECURITIES Service code 27 · EIN 20-4649925 | Advisory (Plan) | $139,317 |
PROSKAUER ROSE LLP1 year Service code 13 · EIN 13-1840454 | Contract Administrator | $32,444 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $29,659 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,579 | $120,450+55.7% | $159,436+17.7% | $93,030+101.6% |
| Participation rate | 94.2% | 78.0%+16.2pp | 82.8%+11.4pp | 73.9%+20.3pp |
| Annual return | 15.83% | 27.11%-11.3pp | 263.57%-247.7pp | 158.70%-142.9pp |
| Employer contribution / active EE | $3,629 | $3,526+2.9% | $4,829-24.8% | $2,706+34.1% |
| Participant deferral / active EE | $8,537 | $7,283+17.2% | $7,352+16.1% | $4,562+87.1% |
| Admin fee / account holder | $150 | $137+9.5% | $10,799-98.6% | $152-1.3% |