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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $27,653 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $25,746 |
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 | $81,561 | $155,795-47.6% | $136,294-40.2% | $69,631+17.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 24.55% | 232464.33%-232439.8pp | 5155.94%-5131.4pp | 27571.02%-27546.5pp |
| Employer contribution / active EE | $14,409 | $2,991+381.7% | $4,695+206.9% | $2,032+609.0% |
| Participant deferral / active EE | $10,609 | $5,394+96.7% | $6,247+69.8% | $3,224+229.1% |
| Admin fee / account holder | $109 | $128-14.8% | $9,243-98.8% | $110-1.1% |