Filed June 8, 2009 (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 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,175 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 61 · EIN 34-1542819 1 NORTH JEFFERSON AVENUE · ST. LOUIS, CO 63103 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $39,934 | $57,096-30.1% | $94,224-57.6% | $55,191-27.6% |
| Participation rate | 29.9% | 75.7%-45.8pp | 78.8%-48.9pp | 69.2%-39.2pp |
| Annual return | 1.20% | 159.65%-158.4pp | 10.68%-9.5pp | 10.78%-9.6pp |
| Employer contribution / active EE | $1,074 | $1,708-37.1% | $3,587-70.1% | $1,899-43.4% |
| Participant deferral / active EE | $2,609 | $3,165-17.6% | $4,320-39.6% | $3,046-14.4% |
| Admin fee / account holder | $10 | $89-89.1% | $6,269-99.8% | $91-89.3% |