Filed January 13, 2014 (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.1+ years Filed as: WELLS FARGO BANK, NA Service code 21 · EIN 94-1347393 | Bank Trustee | $4,424 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,128 | $39,458-74.3% | $60,547-83.3% | $55,191-81.7% |
| Participation rate | 98.7% | 59.6%+39.1pp | 68.0%+30.8pp | 69.2%+29.6pp |
| Annual return | -1.11% | 3.35%-4.5pp | 335.64%-336.8pp | 10.78%-11.9pp |
| Employer contribution / active EE | $3,635 | $1,210+200.5% | $2,419+50.3% | $1,899+91.5% |
| Participant deferral / active EE | $0 | $2,140-100.0% | $3,328-100.0% | $3,046-100.0% |
| Admin fee / account holder | $9 | $95-90.3% | $4,536-99.8% | $91-89.8% |