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.2 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $66,826 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,375 |
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 | $191,212 | $60,323+217.0% | $81,812+133.7% | $74,495+156.7% |
| Participation rate | 81.4% | 62.9%+18.6pp | 72.3%+9.1pp | 67.2%+14.2pp |
| Annual return | 16.47% | 16.90%-0.4pp | 773.79%-757.3pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $10,529 | $2,620+301.8% | $2,912+261.6% | $2,623+301.4% |
| Participant deferral / active EE | $8,795 | $3,387+159.6% | $4,319+103.7% | $4,346+102.4% |
| Admin fee / account holder | $3 | $1,486-99.8% | $7,386-100.0% | $1,942-99.9% |