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.2 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $20,459 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,175 |
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 | $61,392 | $73,102-16.0% | $123,544-50.3% | $56,287+9.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -6.02% | 3.01%-9.0pp | 119.20%-125.2pp | -9.96%+3.9pp |
| Employer contribution / active EE | $2,200 | $2,977-26.1% | $4,628-52.5% | $2,111+4.2% |
| Participant deferral / active EE | $4,990 | $5,423-8.0% | $6,426-22.3% | $3,350+49.0% |
| Admin fee / account holder | $10 | $554-98.1% | $9,284-99.9% | $521-98.0% |