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.2+ years Filed as: WELLS FARGO BANK, NA Service code 21 · EIN 94-1347393 | Bank Trustee | $6,119 |
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 | $13,881 | $39,819-65.1% | $67,834-79.5% | $57,658-75.9% |
| Participation rate | 96.6% | 61.2%+35.4pp | 68.8%+27.8pp | 70.2%+26.4pp |
| Annual return | 6.77% | 9.19%-2.4pp | 138.47%-131.7pp | 5.13%+1.6pp |
| Employer contribution / active EE | $3,303 | $1,277+158.7% | $2,403+37.4% | $1,974+67.3% |
| Participant deferral / active EE | $0 | $2,209-100.0% | $3,160-100.0% | $3,061-100.0% |
| Admin fee / account holder | $14 | $84-83.7% | $4,622-99.7% | $95-85.6% |