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.2+ years Service code 21 · EIN 94-1347393 | Bank Trustee | $6,906 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,452 | $72,492-44.2% | $87,100-53.6% | $72,985-44.6% |
| Participation rate | 40.5% | 72.8%-32.3pp | 76.9%-36.4pp | 69.5%-29.0pp |
| Annual return | 1.03% | 24.46%-23.4pp | 28.19%-27.2pp | 81.00%-80.0pp |
| Employer contribution / active EE | $1,041 | $1,894-45.0% | $2,521-58.7% | $2,440-57.3% |
| Participant deferral / active EE | $2,260 | $3,270-30.9% | $4,049-44.2% | $3,607-37.3% |
| Admin fee / account holder | $119 | $5,055-97.6% | $7,497-98.4% | $5,124-97.7% |