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 year Service code 18 · EIN 94-1347393 | Custodial (other than securities); Di... | $43,608 |
Participant contribution per participant 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 | $26,486 | $51,288-48.4% | $81,983-67.7% | $73,409-63.9% |
| Participation rate | 90.8% | 64.0%+26.8pp | 69.2%+21.5pp | 72.2%+18.6pp |
| Annual return | 17.12% | 29.48%-12.4pp | 41.31%-24.2pp | 59.29%-42.2pp |
| Employer contribution / active EE | $3,279 | $1,487+120.6% | $2,498+31.3% | $2,234+46.8% |
| Participant deferral / active EE | $0 | $2,715-100.0% | $3,722-100.0% | $3,805-100.0% |
| Admin fee / account holder | $79 | $125-36.9% | $5,664-98.6% | $158-49.9% |