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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $190,680 |
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 | $34,906 | $88,730-60.7% | $82,313-57.6% | $77,958-55.2% |
| Participation rate | 95.1% | 84.5%+10.5pp | 76.9%+18.2pp | 71.6%+23.4pp |
| Annual return | 13.57% | 20.88%-7.3pp | 25.88%-12.3pp | 20.87%-7.3pp |
| Employer contribution / active EE | $1,943 | $2,758-29.6% | $2,428-20.0% | $2,310-15.9% |
| Participant deferral / active EE | $2,260 | $4,634-51.2% | $3,706-39.0% | $3,537-36.1% |
| Admin fee / account holder | $54 | $74-26.5% | $5,608-99.0% | $97-44.1% |