Filed February 5, 2012 (most recent of 3 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.1+ years Filed as: WELLS FARGO BANK NEBRASKA, NA Service code 15 · EIN 47-6135411 1248 O STREET · LINCOLN, NE 68508 | Recordkeeping | $39,740 |
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 | $40,086 | $37,117+8.0% | $147,614-72.8% | $55,191-27.4% |
| Participation rate | 56.3% | 63.6%-7.3pp | 84.6%-28.3pp | 69.2%-12.8pp |
| Annual return | -0.67% | 3.44%-4.1pp | 61.98%-62.7pp | 10.78%-11.5pp |
| Employer contribution / active EE | $1,372 | $1,620-15.3% | $5,564-75.3% | $1,899-27.7% |
| Participant deferral / active EE | $2,475 | $1,985+24.6% | $4,895-49.4% | $3,046-18.8% |
| Admin fee / account holder | $153 | $86+79.3% | $11,611-98.7% | $91+69.0% |