Filed May 3, 2010 (most recent of 3 filings on file)
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 3-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+ years Service code 21 · EIN 94-1347393 | Bank Trustee | $4,052 |
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 | $33,242 | $62,586-46.9% | $76,768-56.7% | $64,186-48.2% |
| Participation rate | 67.6% | 72.8%-5.2pp | 77.0%-9.4pp | 69.6%-2.0pp |
| Annual return | -3.11% | -1.95%-1.2pp | 2.43%-5.5pp | 7.63%-10.7pp |
| Employer contribution / active EE | $964 | $1,832-47.4% | $2,485-61.2% | $2,381-59.5% |
| Participant deferral / active EE | $2,675 | $3,145-14.9% | $3,852-30.5% | $3,470-22.9% |
| Admin fee / account holder | $63 | $4,667-98.6% | $6,675-99.1% | $4,888-98.7% |