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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $74,045 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $104,725 | $69,305+51.1% | $82,313+27.2% | $69,631+50.4% |
| Participation rate | 97.2% | 80.3%+16.9pp | 76.9%+20.3pp | 70.7%+26.5pp |
| Annual return | 16.88% | 21.47%-4.6pp | 25.88%-9.0pp | 27571.02%-27554.1pp |
| Employer contribution / active EE | $2,218 | $1,887+17.5% | $2,428-8.7% | $2,032+9.1% |
| Participant deferral / active EE | $5,000 | $3,568+40.1% | $3,706+34.9% | $3,224+55.1% |
| Admin fee / account holder | $137 | $97+41.3% | $5,608-97.6% | $110+24.3% |