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 year Filed as: WELLS FARGO BANK, NA Service code 15 · EIN 94-1347393 420 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Recordkeeping | $21,967 |
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 | $61,484 | $46,173+33.2% | $170,442-63.9% | $69,631-11.7% |
| Participation rate | 62.1% | 63.9%-1.8pp | 83.6%-21.5pp | 70.7%-8.6pp |
| Annual return | 18.08% | 21.62%-3.5pp | 205.93%-187.8pp | 27571.02%-27552.9pp |
| Employer contribution / active EE | $1,895 | $1,610+17.7% | $5,433-65.1% | $2,032-6.7% |
| Participant deferral / active EE | $3,030 | $2,080+45.7% | $4,939-38.6% | $3,224-6.0% |
| Admin fee / account holder | $83 | $116-28.8% | $13,880-99.4% | $110-25.2% |