Filed March 20, 2013 (most recent of 2 filings on file)
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 | $131,479 |
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 | $82,172 | $80,177+2.5% | $123,892-33.7% | $57,658+42.5% |
| Participation rate | 94.6% | 74.4%+20.1pp | 81.4%+13.2pp | 70.2%+24.3pp |
| Annual return | 7.69% | 17.90%-10.2pp | 47.52%-39.8pp | 5.13%+2.6pp |
| Employer contribution / active EE | $1,573 | $2,913-46.0% | $4,617-65.9% | $1,974-20.3% |
| Participant deferral / active EE | $6,288 | $5,130+22.6% | $5,984+5.1% | $3,061+105.4% |
| Admin fee / account holder | $133 | $106+24.7% | $8,357-98.4% | $95+40.2% |