Filed July 8, 2009
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 year Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $28,714 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,462 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,042 | $58,264+136.9% | $86,612+59.4% | $71,457+93.2% |
| Participation rate | 80.7% | 65.0%+15.7pp | 71.7%+9.0pp | 67.9%+12.8pp |
| Annual return | 20.44% | 21.63%-1.2pp | 591.07%-570.6pp | 28.85%-8.4pp |
| Employer contribution / active EE | $6,999 | $2,574+171.9% | $3,022+131.6% | $2,588+170.5% |
| Participant deferral / active EE | $9,092 | $3,436+164.6% | $4,438+104.9% | $4,289+112.0% |
| Admin fee / account holder | $1 | $1,057-99.9% | $5,614-100.0% | $1,587-99.9% |