Filed August 15, 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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $165,535 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $124,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $69,232 | $144,604-52.1% | $88,497-21.8% | $63,975+8.2% |
| Participation rate | 98.6% | 91.8%+6.8pp | 82.4%+16.2pp | 71.1%+27.5pp |
| Annual return | 9.68% | 9.63%0pp | 7.63%+2.1pp | 48.65%-39.0pp |
| Employer contribution / active EE | $8,803 | $4,008+119.7% | $4,036+118.1% | $2,182+303.5% |
| Participant deferral / active EE | $6,887 | $7,027-2.0% | $4,899+40.6% | $3,356+105.2% |
| Admin fee / account holder | $166 | $78+112.4% | $6,220-97.3% | $70+136.4% |