Filed April 3, 2011
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 Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 27 · EIN 34-1542819 | Advisory (Plan) | $30,352 |
ACTUARIAL BENEFITS CORP3 years Service code 13 · EIN 20-1054428 | Contract Administrator | $17,030 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,696 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $41,163 | $62,928-34.6% | $172,739-76.2% | $67,579-39.1% |
| Participation rate | 93.6% | 64.5%+29.1pp | 82.6%+11.0pp | 71.3%+22.3pp |
| Annual return | 18.55% | 30.36%-11.8pp | 802.84%-784.3pp | 378.56%-360.0pp |
| Employer contribution / active EE | $2,259 | $1,636+38.1% | $5,143-56.1% | $2,148+5.2% |
| Participant deferral / active EE | $3,295 | $2,145+53.6% | $5,198-36.6% | $3,539-6.9% |
| Admin fee / account holder | $30 | $167-82.0% | $13,954-99.8% | $142-78.9% |