Filed March 21, 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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $20,106 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,438 | $42,810-19.6% | $169,463-79.7% | $55,725-38.2% |
| Participation rate | 40.9% | 64.7%-23.8pp | 77.8%-36.9pp | 70.9%-29.9pp |
| Annual return | -4.76% | -3.61%-1.1pp | 1.83%-6.6pp | 244.93%-249.7pp |
| Employer contribution / active EE | $489 | $1,402-65.1% | $4,159-88.2% | $2,078-76.5% |
| Participant deferral / active EE | $1,475 | $3,141-53.0% | $5,277-72.0% | $3,356-56.0% |
| Admin fee / account holder | $89 | $106-16.0% | $9,109-99.0% | $115-22.4% |