Filed February 27, 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.4+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $29,028 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $24,224 |
THE BENEFIT PRACTICE4+ years Service code 13 · EIN 13-4144565 | Contract Administrator | $12,130 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $5,245 |
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 | $36,449 | $73,102-50.1% | $123,544-70.5% | $56,287-35.2% |
| Participation rate | 92.1% | 74.3%+17.8pp | 82.3%+9.8pp | 69.9%+22.2pp |
| Annual return | -6.66% | 3.01%-9.7pp | 119.20%-125.9pp | -9.96%+3.3pp |
| Employer contribution / active EE | $1,289 | $2,977-56.7% | $4,628-72.2% | $2,111-39.0% |
| Participant deferral / active EE | $7,818 | $5,423+44.2% | $6,426+21.7% | $3,350+133.4% |
| Admin fee / account holder | $239 | $554-56.8% | $9,284-97.4% | $521-54.1% |