Filed November 8, 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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $26,278 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SRVS Service code 13 · EIN 34-1542819 | Contract Administrator | $7,536 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $10,744 | $51,620-79.2% | $90,281-88.1% | $65,185-83.5% |
| Participation rate | 75.3% | 68.6%+6.7pp | 73.3%+2.1pp | 70.2%+5.1pp |
| Annual return | 6.38% | 24.94%-18.6pp | 78.10%-71.7pp | 29.38%-23.0pp |
| Employer contribution / active EE | $0 | $2,235-100.0% | $2,854-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,246 | $2,871-56.6% | $3,885-67.9% | $3,514-64.5% |
| Admin fee / account holder | $73 | $384-81.0% | $5,351-98.6% | $847-91.4% |