Filed August 6, 2008
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.3 years Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 21 · EIN 23-2384840 | Bank Trustee | $24,109 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,520 | $104,317-79.4% | $159,436-86.5% | $86,799-75.2% |
| Participation rate | 98.0% | 77.7%+20.3pp | 82.8%+15.2pp | 72.3%+25.7pp |
| Annual return | 36.14% | 26.32%+9.8pp | 263.57%-227.4pp | 97.91%-61.8pp |
| Employer contribution / active EE | $0 | $3,451-100.0% | $4,829-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,352-100.0% | $4,131-100.0% |
| Admin fee / account holder | $68 | $172-60.4% | $10,799-99.4% | $170-59.8% |