Filed March 10, 2015
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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $58,289 |
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 | $41,722 | $53,925-22.6% | $75,670-44.9% | $69,631-40.1% |
| Participation rate | 99.2% | 71.2%+28.0pp | 72.3%+26.8pp | 70.7%+28.5pp |
| Annual return | 27.19% | 17.84%+9.4pp | 27.34%-0.2pp | 27571.02%-27543.8pp |
| Employer contribution / active EE | $2,707 | $1,802+50.2% | $2,352+15.1% | $2,032+33.2% |
| Participant deferral / active EE | $4,792 | $2,569+86.5% | $3,142+52.5% | $3,224+48.6% |
| Admin fee / account holder | $138 | $97+42.2% | $5,800-97.6% | $110+25.1% |