Filed April 18, 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 9-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 Filed as: WELLS FARGO ADVISORS Service code 27 504 6TH AVENUE SE · ABERDEEN, SD 574016201 | Advisory (Plan) | $10,233 |
Service code 12 · EIN 48-1205033 | Float revenue; Recordkeeping and info... | $7,798 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,324 | $54,573-49.9% | $90,951-70.0% | $73,488-62.8% |
| Participation rate | 79.1% | 61.2%+18.0pp | 69.0%+10.1pp | 70.7%+8.5pp |
| Annual return | 8.53% | 16.69%-8.2pp | 134.60%-126.1pp | 28.51%-20.0pp |
| Employer contribution / active EE | $344 | $991-65.3% | $2,122-83.8% | $2,270-84.9% |
| Participant deferral / active EE | $861 | $2,517-65.8% | $3,373-74.5% | $3,740-77.0% |
| Admin fee / account holder | $110 | $521-78.9% | $5,959-98.2% | $513-78.6% |