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.3+ years Filed as: WELLS FARGO BANK, NA Service code 15 · EIN 94-1347393 | Recordkeeping | $10,040 |
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 | $16,770 | $44,059-61.9% | $71,671-76.6% | $69,631-75.9% |
| Participation rate | 97.2% | 60.8%+36.4pp | 68.7%+28.4pp | 70.7%+26.5pp |
| Annual return | 15.86% | 21.97%-6.1pp | 20.65%-4.8pp | 27571.02%-27555.2pp |
| Employer contribution / active EE | $2,284 | $1,305+75.0% | $2,460-7.1% | $2,032+12.4% |
| Participant deferral / active EE | $0 | $2,370-100.0% | $3,438-100.0% | $3,224-100.0% |
| Admin fee / account holder | $43 | $108-60.5% | $5,558-99.2% | $110-61.5% |