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 | $30,343 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $12,929 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,283 | $80,724-47.6% | $103,333-59.1% | $74,495-43.2% |
| Participation rate | 92.7% | 65.7%+27.0pp | 74.5%+18.2pp | 67.2%+25.5pp |
| Annual return | 16.49% | 27.56%-11.1pp | 24.88%-8.4pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $2,099 | $3,157-33.5% | $3,868-45.7% | $2,623-20.0% |
| Participant deferral / active EE | $5,152 | $3,860+33.5% | $5,057+1.9% | $4,346+18.6% |
| Admin fee / account holder | $167 | $2,368-93.0% | $8,355-98.0% | $1,942-91.4% |