Filed August 31, 2010 (most recent of 6 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 |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $23,386 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,950 |
Annual investment return 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 | $69,967 | $80,753-13.4% | $136,294-48.7% | $62,292+12.3% |
| Participation rate | 99.2% | 73.5%+25.6pp | 81.9%+17.3pp | 69.5%+29.7pp |
| Annual return | -3.35% | 35.83%-39.2pp | 5155.94%-5159.3pp | 28.90%-32.2pp |
| Employer contribution / active EE | $2,164 | $2,884-25.0% | $4,695-53.9% | $2,042+5.9% |
| Participant deferral / active EE | $4,502 | $5,164-12.8% | $6,247-27.9% | $3,169+42.0% |
| Admin fee / account holder | $9 | $525-98.2% | $9,243-99.9% | $479-98.0% |