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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $5,499 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $130,353 | $61,616+111.6% | $105,722+23.3% | $55,167+136.3% |
| Participation rate | 57.6% | 72.9%-15.4pp | 78.9%-21.4pp | 69.0%-11.4pp |
| Annual return | 8.22% | 11.15%-2.9pp | 12.25%-4.0pp | 169.23%-161.0pp |
| Employer contribution / active EE | $1,435 | $3,043-52.8% | $4,079-64.8% | $1,963-26.9% |
| Participant deferral / active EE | $3,618 | $4,213-14.1% | $5,326-32.1% | $3,054+18.5% |
| Admin fee / account holder | $174 | $379-54.0% | $8,308-97.9% | $504-65.4% |