Filed July 16, 2015
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.5+ years Filed as: WELLS FARGO N.A. Service code 37 · EIN 94-1347393 | Loan Processing | $33,556 |
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 | $40,456 | $69,159-41.5% | $125,175-67.7% | $67,579-40.1% |
| Participation rate | 95.8% | 78.2%+17.6pp | 79.8%+16.0pp | 71.3%+24.5pp |
| Annual return | 21.59% | 27.12%-5.5pp | 43.79%-22.2pp | 378.56%-357.0pp |
| Employer contribution / active EE | $2,470 | $2,023+22.1% | $3,865-36.1% | $2,148+15.0% |
| Participant deferral / active EE | $2,766 | $3,700-25.2% | $4,937-44.0% | $3,539-21.9% |
| Admin fee / account holder | $45 | $142-68.2% | $9,702-99.5% | $142-68.3% |