Filed January 24, 2014
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 Service code 15 · EIN 94-1347393 | Recordkeeping | $343,172 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $28,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $21,796 | $72,066-69.8% | $81,930-73.4% | $90,288-75.9% |
| Participation rate | 90.1% | 78.9%+11.2pp | 72.0%+18.1pp | 73.4%+16.8pp |
| Annual return | 15.44% | 15.92%-0.5pp | 29.49%-14.1pp | 53.97%-38.5pp |
| Employer contribution / active EE | $1,006 | $2,335-56.9% | $4,310-76.7% | $2,524-60.2% |
| Participant deferral / active EE | $3,031 | $3,557-14.8% | $7,107-57.3% | $4,232-28.4% |
| Admin fee / account holder | $83 | $92-10.1% | $5,158-98.4% | $114-27.1% |