Filed September 1, 2016 (most recent of 2 filings on file)
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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $93,275 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $16,100 | $37,213-56.7% | $156,549-89.7% | $63,975-74.8% |
| Participation rate | 81.5% | 65.0%+16.5pp | 84.0%-2.5pp | 71.1%+10.4pp |
| Annual return | 9.32% | 47.89%-38.6pp | 32.23%-22.9pp | 48.65%-39.3pp |
| Employer contribution / active EE | $598 | $1,357-55.9% | $5,501-89.1% | $2,182-72.6% |
| Participant deferral / active EE | $2,317 | $2,070+11.9% | $4,871-52.4% | $3,356-31.0% |
| Admin fee / account holder | $72 | $56+27.0% | $13,027-99.5% | $70+1.5% |