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.5+ years Filed as: WELLS FARGO BANK, NA Service code 15 · EIN 94-1347393 | Recordkeeping | $40,020 |
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 | $20,850 | $46,423-55.1% | $75,886-72.5% | $67,579-69.1% |
| Participation rate | 97.1% | 63.1%+34.0pp | 69.3%+27.8pp | 71.3%+25.8pp |
| Annual return | 20.23% | 32.29%-12.1pp | 30.76%-10.5pp | 378.56%-358.3pp |
| Employer contribution / active EE | $3,681 | $1,406+161.7% | $2,500+47.2% | $2,148+71.4% |
| Participant deferral / active EE | $0 | $2,564-100.0% | $3,603-100.0% | $3,539-100.0% |
| Admin fee / account holder | $71 | $132-45.9% | $5,418-98.7% | $142-49.9% |