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.4+ years Filed as: WELLS FARGO BANK, NA Service code 15 · EIN 94-1347393 | Recordkeeping | $40,086 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $16,482 | $41,467-60.3% | $67,313-75.5% | $55,725-70.4% |
| Participation rate | 97.2% | 62.5%+34.7pp | 69.1%+28.2pp | 70.9%+26.4pp |
| Annual return | -6.45% | 0.82%-7.3pp | -4.08%-2.4pp | 244.93%-251.4pp |
| Employer contribution / active EE | $0 | $1,316-100.0% | $2,566-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $3,409 | $2,399+42.1% | $3,568-4.5% | $3,356+1.6% |
| Admin fee / account holder | $58 | $102-43.4% | $4,507-98.7% | $115-49.8% |