Filed September 20, 2010
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 9-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.2 years Filed as: WEALTH MNGMNT GROUP OF WELLS FARGO Service code 51 | Investment Mgmt Fees | $83,505 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,353 | $62,127-2.9% | $81,382-25.8% | $74,495-19.0% |
| Participation rate | 89.7% | 64.0%+25.6pp | 69.5%+20.2pp | 67.2%+22.5pp |
| Annual return | 12.82% | 16.48%-3.7pp | 24.73%-11.9pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $3,426 | $1,882+82.0% | $2,463+39.1% | $2,623+30.6% |
| Participant deferral / active EE | $4,622 | $3,229+43.1% | $3,883+19.0% | $4,346+6.4% |
| Admin fee / account holder | $454 | $1,934-76.5% | $5,768-92.1% | $1,942-76.6% |