Filed July 2, 2010
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 Service code 15 · EIN 94-1347393 | Recordkeeping | $6,319 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $117,659 | $59,231+98.6% | $90,223+30.4% | $52,331+124.8% |
| Participation rate | 57.6% | 75.0%-17.4pp | 79.0%-21.5pp | 68.1%-10.5pp |
| Annual return | -0.57% | 3.53%-4.1pp | 1.31%-1.9pp | 4.54%-5.1pp |
| Employer contribution / active EE | $1,609 | $3,391-52.6% | $4,378-63.3% | $1,882-14.5% |
| Participant deferral / active EE | $3,952 | $4,659-15.2% | $5,792-31.8% | $3,022+30.8% |
| Admin fee / account holder | $210 | $515-59.1% | $7,406-97.2% | $592-64.5% |