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.8 years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 27 | Advisory (Plan) | $61,703 |
ACTUARIAL BENEFITS CORP8 years Service code 19 · EIN 20-1054428 | Securities Custodian | $21,137 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 49 · EIN 04-3046611 | Other Services | $0 |
Service code 64 · EIN 71-0294737 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,501 | $50,815-10.5% | $155,509-70.7% | $77,643-41.4% |
| Participation rate | 93.8% | 63.1%+30.6pp | 78.2%+15.6pp | 70.6%+23.2pp |
| Annual return | 10.53% | 34.80%-24.3pp | 64.67%-54.1pp | 31.24%-20.7pp |
| Employer contribution / active EE | $3,399 | $1,993+70.6% | $4,672-27.3% | $2,726+24.7% |
| Participant deferral / active EE | $4,817 | $2,822+70.7% | $5,626-14.4% | $4,647+3.6% |
| Admin fee / account holder | $127 | $437-70.9% | $15,912-99.2% | $430-70.5% |