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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $49,056 |
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 | $17,153 | $55,790-69.3% | $76,817-77.7% | $67,579-74.6% |
| Participation rate | 86.5% | 71.1%+15.4pp | 72.1%+14.4pp | 71.3%+15.2pp |
| Annual return | 21.87% | 64.45%-42.6pp | 1166.11%-1144.2pp | 378.56%-356.7pp |
| Employer contribution / active EE | $858 | $1,810-52.6% | $2,302-62.7% | $2,148-60.1% |
| Participant deferral / active EE | $2,389 | $2,875-16.9% | $3,336-28.4% | $3,539-32.5% |
| Admin fee / account holder | $91 | $159-43.0% | $6,420-98.6% | $142-36.3% |