Filed September 29, 2012
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 | $71,887 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $93,620 | $63,905+46.5% | $74,183+26.2% | $57,658+62.4% |
| Participation rate | 98.3% | 79.8%+18.6pp | 76.6%+21.7pp | 70.2%+28.1pp |
| Annual return | 7.69% | 60.60%-52.9pp | 17.74%-10.0pp | 5.13%+2.6pp |
| Employer contribution / active EE | $2,392 | $1,840+30.0% | $2,370+0.9% | $1,974+21.2% |
| Participant deferral / active EE | $4,694 | $3,448+36.1% | $3,550+32.2% | $3,061+53.4% |
| Admin fee / account holder | $131 | $91+44.1% | $5,586-97.7% | $95+38.8% |