Filed December 2, 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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $25,885 |
AMERICAN CENTURY1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 52-0792143 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 52 · EIN 41-0449260 | Indirect Investment Fees | $0 |
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 | $31,957 | $44,059-27.5% | $71,671-55.4% | $69,631-54.1% |
| Participation rate | 95.2% | 60.8%+34.5pp | 68.7%+26.5pp | 70.7%+24.5pp |
| Annual return | 15.06% | 21.97%-6.9pp | 20.65%-5.6pp | 27571.02%-27556.0pp |
| Employer contribution / active EE | $856 | $1,305-34.4% | $2,460-65.2% | $2,032-57.9% |
| Participant deferral / active EE | $2,652 | $2,370+11.9% | $3,438-22.9% | $3,224-17.7% |
| Admin fee / account holder | $39 | $108-64.1% | $5,558-99.3% | $110-65.0% |