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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $76,179 |
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 | $58,764 | $55,790+5.3% | $76,817-23.5% | $67,579-13.0% |
| Participation rate | 99.2% | 71.1%+28.2pp | 72.1%+27.2pp | 71.3%+28.0pp |
| Annual return | 31.98% | 64.45%-32.5pp | 1166.11%-1134.1pp | 378.56%-346.6pp |
| Employer contribution / active EE | $3,828 | $1,810+111.5% | $2,302+66.3% | $2,148+78.2% |
| Participant deferral / active EE | $6,088 | $2,875+111.7% | $3,336+82.5% | $3,539+72.0% |
| Admin fee / account holder | $159 | $159-0.1% | $6,420-97.5% | $142+11.8% |