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.6+ years Filed as: WELLS FARGO N.A. Service code 37 · EIN 94-1347393 | Loan Processing | $34,451 |
ARY ROEPCKE MULCHAEY, P.C.6+ years Service code 10 · EIN 52-2370901 | Accounting | $6,025 |
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 | $45,687 | $78,419-41.7% | $133,956-65.9% | $73,409-37.8% |
| Participation rate | 94.2% | 78.6%+15.6pp | 79.8%+14.4pp | 72.2%+22.0pp |
| Annual return | 18.51% | 33.35%-14.8pp | 45.09%-26.6pp | 59.29%-40.8pp |
| Employer contribution / active EE | $1,844 | $2,044-9.8% | $3,919-52.9% | $2,234-17.4% |
| Participant deferral / active EE | $2,938 | $3,925-25.2% | $5,048-41.8% | $3,805-22.8% |
| Admin fee / account holder | $50 | $161-68.7% | $8,927-99.4% | $158-68.0% |