Filed January 11, 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 |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $15,643 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $113,952 | $54,320+109.8% | $67,652+68.4% | $52,331+117.8% |
| Participation rate | 88.2% | 73.6%+14.6pp | 75.7%+12.5pp | 68.1%+20.1pp |
| Annual return | 0.51% | 6.81%-6.3pp | 6625.04%-6624.5pp | 4.54%-4.0pp |
| Employer contribution / active EE | $2,444 | $1,544+58.3% | $2,266+7.9% | $1,882+29.9% |
| Participant deferral / active EE | $4,505 | $2,950+52.7% | $3,560+26.6% | $3,022+49.1% |
| Admin fee / account holder | $313 | $527-40.5% | $4,821-93.5% | $592-47.0% |