Filed August 7, 2015 (most recent of 3 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 | $38,492 |
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 | $96,573 | $79,523+21.4% | $140,016-31.0% | $56,287+71.6% |
| Participation rate | 96.9% | 85.7%+11.2pp | 87.5%+9.4pp | 69.9%+27.0pp |
| Annual return | -5.68% | 2.39%-8.1pp | 651.12%-656.8pp | -9.96%+4.3pp |
| Employer contribution / active EE | $6,947 | $3,350+107.4% | $5,606+23.9% | $2,111+229.1% |
| Participant deferral / active EE | $10,586 | $5,129+106.4% | $6,927+52.8% | $3,350+216.0% |
| Admin fee / account holder | $257 | $614-58.2% | $10,705-97.6% | $521-50.7% |