Filed June 30, 2016 (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 Service code 15 · EIN 94-1347393 | Recordkeeping | $163,490 |
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 | $93,315 | $35,366+163.9% | $90,645+2.9% | $75,289+23.9% |
| Participation rate | 94.9% | 57.3%+37.5pp | 74.0%+20.8pp | 72.4%+22.4pp |
| Annual return | -5.01% | -2.19%-2.8pp | 1.88%-6.9pp | -0.04%-5.0pp |
| Employer contribution / active EE | $2,067 | $916+125.7% | $2,532-18.4% | $2,405-14.0% |
| Participant deferral / active EE | $6,000 | $1,998+200.2% | $3,425+75.2% | $3,739+60.5% |
| Admin fee / account holder | $138 | $59+133.3% | $4,994-97.2% | $102+34.6% |