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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $137,897 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $60,000 |
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 | $19,068 | $32,762-41.8% | $84,611-77.5% | $89,569-78.7% |
| Participation rate | 29.3% | 34.6%-5.3pp | 68.2%-38.9pp | 69.6%-40.3pp |
| Annual return | 36.53% | 28.37%+8.2pp | 258.74%-222.2pp | 34.56%+2.0pp |
| Employer contribution / active EE | $34 | $564-94.0% | $2,652-98.7% | $2,584-98.7% |
| Participant deferral / active EE | $2,115 | $1,501+40.9% | $3,899-45.8% | $4,220-49.9% |
| Admin fee / account holder | $25 | $82-70.2% | $4,912-99.5% | $72-65.6% |