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.3 years Service code 15 · EIN 94-1347393 | Recordkeeping | $43,684 |
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 | $58,427 | $88,515-34.0% | $162,163-64.0% | $67,579-13.5% |
| Participation rate | 89.9% | 86.8%+3.1pp | 87.6%+2.4pp | 71.3%+18.6pp |
| Annual return | 25.89% | 27.04%-1.2pp | 115.59%-89.7pp | 378.56%-352.7pp |
| Employer contribution / active EE | $3,111 | $3,563-12.7% | $5,614-44.6% | $2,148+44.8% |
| Participant deferral / active EE | $4,530 | $5,724-20.9% | $7,298-37.9% | $3,539+28.0% |
| Admin fee / account holder | $132 | $124+6.4% | $10,843-98.8% | $142-7.5% |