Filed December 16, 2014
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 | $45,167 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $13,856 | $53,925-74.3% | $75,670-81.7% | $69,631-80.1% |
| Participation rate | 83.5% | 71.2%+12.3pp | 72.3%+11.2pp | 70.7%+12.8pp |
| Annual return | 16.61% | 17.84%-1.2pp | 27.34%-10.7pp | 27571.02%-27554.4pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,352-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,111 | $2,569-17.9% | $3,142-32.8% | $3,224-34.5% |
| Admin fee / account holder | $99 | $97+1.8% | $5,800-98.3% | $110-10.5% |