Filed February 21, 2013
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.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $60,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,025 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $15,121 | $26,810-43.6% | $76,523-80.2% | $73,367-79.4% |
| Participation rate | 27.4% | 34.6%-7.2pp | 68.0%-40.6pp | 69.5%-42.1pp |
| Annual return | -2.64% | 17.04%-19.7pp | -0.27%-2.4pp | 173.45%-176.1pp |
| Employer contribution / active EE | $33 | $503-93.4% | $2,647-98.8% | $2,499-98.7% |
| Participant deferral / active EE | $1,940 | $1,312+47.8% | $3,835-49.4% | $4,033-51.9% |
| Admin fee / account holder | $12 | $71-82.9% | $4,848-99.8% | $68-82.3% |