Filed May 18, 2011 (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.2 years Service code 15 · EIN 94-1347393 | Recordkeeping | $29,580 |
Employer 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 | $94,256 | $96,403-2.2% | $93,606+0.7% | $77,787+21.2% |
| Participation rate | 94.3% | 87.6%+6.7pp | 75.8%+18.5pp | 73.2%+21.1pp |
| Annual return | 21.39% | 39.36%-18.0pp | 32.76%-11.4pp | 32.57%-11.2pp |
| Employer contribution / active EE | $420 | $3,616-88.4% | $2,718-84.5% | $2,504-83.2% |
| Participant deferral / active EE | $7,240 | $5,341+35.6% | $4,069+77.9% | $3,967+82.5% |
| Admin fee / account holder | $0 | $90-100.0% | $7,888-100.0% | $100-100.0% |