Filed June 17, 2012
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.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $29,513 | $71,957-59.0% | $67,652-56.4% | $59,188-50.1% |
| Participation rate | 92.4% | 82.7%+9.7pp | 75.7%+16.7pp | 69.4%+23.0pp |
| Annual return | -2.13% | 8.53%-10.7pp | 6625.04%-6627.2pp | 5.51%-7.6pp |
| Employer contribution / active EE | $1,965 | $2,432-19.2% | $2,266-13.2% | $2,098-6.3% |
| Participant deferral / active EE | $2,158 | $4,211-48.8% | $3,560-39.4% | $3,265-33.9% |
| Admin fee / account holder | $0 | $64-100.0% | $4,821-100.0% | $92-100.0% |