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.2+ years Filed as: WELLS FARGO BANK NEBRASKA, NA Service code 15 · EIN 47-6135411 1248 O STREET · LINCOLN, NE 68508 | Recordkeeping | $33,588 |
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 | $47,981 | $36,916+30.0% | $156,549-69.4% | $57,658-16.8% |
| Participation rate | 58.5% | 63.4%-4.9pp | 84.0%-25.5pp | 70.2%-11.7pp |
| Annual return | 12.25% | 12.38%-0.1pp | 32.23%-20.0pp | 5.13%+7.1pp |
| Employer contribution / active EE | $1,665 | $1,571+6.0% | $5,501-69.7% | $1,974-15.7% |
| Participant deferral / active EE | $2,734 | $1,926+42.0% | $4,871-43.9% | $3,061-10.7% |
| Admin fee / account holder | $126 | $82+53.1% | $13,027-99.0% | $95+33.6% |