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.1+ years Filed as: WELLS FARGO CLEARNING SERVICES LLC Service code 55 | Other Commissions | $44,724 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,675 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $55,085 | $80,177-31.3% | $123,892-55.5% | $57,658-4.5% |
| Participation rate | 99.3% | 74.4%+24.8pp | 81.4%+17.9pp | 70.2%+29.0pp |
| Annual return | 14.51% | 17.90%-3.4pp | 47.52%-33.0pp | 5.13%+9.4pp |
| Employer contribution / active EE | $12,342 | $2,913+323.7% | $4,617+167.3% | $1,974+525.3% |
| Participant deferral / active EE | $8,704 | $5,130+69.7% | $5,984+45.4% | $3,061+184.4% |
| Admin fee / account holder | $9 | $106-91.2% | $8,357-99.9% | $95-90.1% |