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 | $1,544 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 61 · EIN 34-1542819 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $43,930 | $71,666-38.7% | $117,854-62.7% | $69,631-36.9% |
| Participation rate | 26.1% | 77.5%-51.4pp | 79.7%-53.6pp | 70.7%-44.6pp |
| Annual return | 24.19% | 18.86%+5.3pp | 335.08%-310.9pp | 27571.02%-27546.8pp |
| Employer contribution / active EE | $658 | $1,889-65.2% | $3,786-82.6% | $2,032-67.6% |
| Participant deferral / active EE | $1,443 | $3,340-56.8% | $4,482-67.8% | $3,224-55.3% |
| Admin fee / account holder | $6 | $120-95.0% | $8,020-99.9% | $110-94.5% |