Filed November 3, 2013
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $42,033 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $19,239 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,939 | $45,031+37.5% | $85,009-27.1% | $77,671-20.3% |
| Participation rate | 60.9% | 48.7%+12.2pp | 67.5%-6.6pp | 70.6%-9.7pp |
| Annual return | 11.18% | 79.22%-68.0pp | 66.47%-55.3pp | 31.21%-20.0pp |
| Employer contribution / active EE | $2,548 | $1,609+58.4% | $2,728-6.6% | $2,726-6.5% |
| Participant deferral / active EE | $4,568 | $2,807+62.7% | $4,522+1.0% | $4,648-1.7% |
| Admin fee / account holder | $191 | $912-79.0% | $6,153-96.9% | $430-55.6% |