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.
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.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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,166 | $119,446+37.4% | $150,045+9.4% | $85,563+91.9% |
| Participation rate | 98.0% | 75.4%+22.6pp | 82.3%+15.7pp | 66.0%+32.1pp |
| Annual return | 18.36% | 23.72%-5.4pp | 62.55%-44.2pp | 31.51%-13.2pp |
| Employer contribution / active EE | $15,790 | $4,078+287.2% | $4,693+236.5% | $2,654+495.1% |
| Participant deferral / active EE | $15,225 | $7,985+90.7% | $7,997+90.4% | $4,375+248.0% |
| Admin fee / account holder | $273 | $548-50.2% | $13,435-98.0% | $834-67.3% |