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, NA Service code 15 · EIN 94-1347393 420 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Recordkeeping | $29,863 |
Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50392 | Contract Administrator | $14,659 |
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 | $58,512 | $37,196+57.3% | $154,107-62.0% | $55,725+5.0% |
| Participation rate | 62.9% | 64.1%-1.2pp | 83.0%-20.1pp | 70.9%-7.9pp |
| Annual return | -4.37% | 1319.68%-1324.0pp | 735.12%-739.5pp | 244.93%-249.3pp |
| Employer contribution / active EE | $1,739 | $1,614+7.8% | $5,298-67.2% | $2,078-16.3% |
| Participant deferral / active EE | $3,050 | $2,068+47.5% | $5,081-40.0% | $3,356-9.1% |
| Admin fee / account holder | $161 | $102+58.2% | $13,411-98.8% | $115+39.5% |