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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $169,302 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,123 | $105,247-57.1% | $87,100-48.2% | $77,787-42.0% |
| Participation rate | 96.8% | 85.8%+11.0pp | 76.9%+19.9pp | 73.2%+23.6pp |
| Annual return | 18.58% | 24.52%-5.9pp | 28.19%-9.6pp | 32.57%-14.0pp |
| Employer contribution / active EE | $2,137 | $2,895-26.2% | $2,521-15.3% | $2,504-14.7% |
| Participant deferral / active EE | $2,763 | $5,060-45.4% | $4,049-31.8% | $3,967-30.4% |
| Admin fee / account holder | $52 | $104-49.8% | $7,497-99.3% | $100-47.6% |