Filed January 27, 2015 (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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $94,595 |
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 | $104,958 | $81,537+28.7% | $149,718-29.9% | $69,631+50.7% |
| Participation rate | 90.1% | 86.1%+4.0pp | 87.1%+3.0pp | 70.7%+19.4pp |
| Annual return | 16.20% | 22.79%-6.6pp | 1501.63%-1485.4pp | 27571.02%-27554.8pp |
| Employer contribution / active EE | $2,802 | $3,239-13.5% | $5,445-48.5% | $2,032+37.9% |
| Participant deferral / active EE | $4,862 | $4,994-2.6% | $6,569-26.0% | $3,224+50.8% |
| Admin fee / account holder | $189 | $107+77.0% | $11,283-98.3% | $110+71.2% |