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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $82,149 |
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 | $107,354 | $48,116+123.1% | $99,443+8.0% | $77,787+38.0% |
| Participation rate | 95.7% | 60.0%+35.7pp | 73.8%+21.9pp | 73.2%+22.5pp |
| Annual return | 23.34% | 23.23%+0.1pp | 30.72%-7.4pp | 32.57%-9.2pp |
| Employer contribution / active EE | $2,282 | $1,057+115.9% | $2,540-10.2% | $2,504-8.9% |
| Participant deferral / active EE | $7,154 | $2,238+219.7% | $3,619+97.7% | $3,967+80.3% |
| Admin fee / account holder | $67 | $87-23.5% | $6,250-98.9% | $100-33.3% |