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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $49,846 |
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 | $28,448 | $80,211-64.5% | $74,183-61.7% | $63,975-55.5% |
| Participation rate | 95.8% | 84.2%+11.6pp | 76.6%+19.2pp | 71.1%+24.6pp |
| Annual return | 8.21% | 14.13%-5.9pp | 17.74%-9.5pp | 48.65%-40.4pp |
| Employer contribution / active EE | $1,876 | $2,553-26.5% | $2,370-20.9% | $2,182-14.0% |
| Participant deferral / active EE | $2,114 | $4,370-51.6% | $3,550-40.4% | $3,356-37.0% |
| Admin fee / account holder | $14 | $67-79.7% | $5,586-99.8% | $70-80.7% |