Filed March 15, 2013
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.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
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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.9 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $148,201 |
FID INV INST OPS CO3 years Service code 37 · EIN 04-2647786 | Loan Processing | $61,607 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,166 | $110,483+48.6% | $145,433+12.9% | $79,634+106.2% |
| Participation rate | 98.0% | 71.1%+26.9pp | 82.1%+15.9pp | 62.5%+35.5pp |
| Annual return | 18.36% | 24.62%-6.3pp | 66.58%-48.2pp | 36.46%-18.1pp |
| Employer contribution / active EE | $15,790 | $4,053+289.6% | $4,554+246.7% | $2,529+524.3% |
| Participant deferral / active EE | $15,225 | $7,216+111.0% | $7,897+92.8% | $3,835+297.1% |
| Admin fee / account holder | $273 | $680-59.9% | $13,129-97.9% | $1,002-72.8% |