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.5 years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 27 · EIN 34-1542819 | Advisory (Plan) | $27,213 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS FINANCIAL Service code 99 · EIN 48-1305000 | Other Fees | $21,798 |
ACTUARIAL BENEFITS CORP5 years Service code 13 · EIN 20-1054428 | Contract Administrator | $14,161 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,434 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,599 | $56,485-49.4% | $185,823-84.6% | $86,799-67.1% |
| Participation rate | 98.9% | 65.5%+33.4pp | 81.7%+17.2pp | 72.3%+26.6pp |
| Annual return | 12.49% | 118.04%-105.5pp | 122.05%-109.6pp | 97.91%-85.4pp |
| Employer contribution / active EE | $3,125 | $1,843+69.6% | $5,167-39.5% | $2,405+29.9% |
| Participant deferral / active EE | $4,084 | $2,553+59.9% | $5,568-26.7% | $4,131-1.1% |
| Admin fee / account holder | $41 | $150-72.3% | $16,237-99.7% | $170-75.6% |