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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $66,077 |
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 | $45,483 | $48,261-5.8% | $68,793-33.9% | $55,725-18.4% |
| Participation rate | 99.4% | 71.0%+28.4pp | 72.2%+27.2pp | 70.9%+28.6pp |
| Annual return | -4.08% | -2.61%-1.5pp | -4.63%+0.6pp | 244.93%-249.0pp |
| Employer contribution / active EE | $3,095 | $1,742+77.7% | $2,625+17.9% | $2,078+48.9% |
| Participant deferral / active EE | $5,710 | $2,712+110.5% | $3,311+72.4% | $3,356+70.2% |
| Admin fee / account holder | $156 | $126+23.5% | $5,131-97.0% | $115+35.3% |