Filed June 24, 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.2+ years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $9,668 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,525 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,433 | $44,059+14.5% | $71,671-29.6% | $69,631-27.6% |
| Participation rate | 40.9% | 60.8%-19.8pp | 68.7%-27.8pp | 70.7%-29.7pp |
| Annual return | 17.65% | 21.97%-4.3pp | 20.65%-3.0pp | 27571.02%-27553.4pp |
| Employer contribution / active EE | $329 | $1,305-74.8% | $2,460-86.6% | $2,032-83.8% |
| Participant deferral / active EE | $1,648 | $2,370-30.5% | $3,438-52.1% | $3,224-48.9% |
| Admin fee / account holder | $18 | $108-83.5% | $5,558-99.7% | $110-83.9% |