Filed January 2, 2014 (most recent of 7 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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $57,923 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $47,387 | $82,783-42.8% | $133,956-64.6% | $90,288-47.5% |
| Participation rate | 97.6% | 81.3%+16.3pp | 79.8%+17.8pp | 73.4%+24.2pp |
| Annual return | 14.79% | 21.89%-7.1pp | 45.09%-30.3pp | 53.97%-39.2pp |
| Employer contribution / active EE | $1,452 | $2,388-39.2% | $3,919-62.9% | $2,524-42.5% |
| Participant deferral / active EE | $3,962 | $4,291-7.7% | $5,048-21.5% | $4,232-6.4% |
| Admin fee / account holder | $87 | $93-6.0% | $8,927-99.0% | $114-23.5% |