Filed August 31, 2016
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 13 · EIN 42-0127290 | Contract Administrator | $13,326 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $11,862 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,845 | $64,119-56.6% | $112,228-75.2% | $66,914-58.4% |
| Participation rate | 92.2% | 68.5%+23.7pp | 75.1%+17.1pp | 69.8%+22.4pp |
| Annual return | -11.66% | -13.81%+2.1pp | 27.45%-39.1pp | 1.58%-13.2pp |
| Employer contribution / active EE | $1,397 | $3,005-53.5% | $3,635-61.6% | $2,544-45.1% |
| Participant deferral / active EE | $4,310 | $3,693+16.7% | $4,728-8.8% | $4,237+1.7% |
| Admin fee / account holder | $87 | $625-86.1% | $6,410-98.6% | $593-85.3% |