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.3 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $20,456 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,275 |
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 | $73,263 | $89,652-18.3% | $141,162-48.1% | $65,185+12.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 22.96% | 32.79%-9.8pp | 71.39%-48.4pp | 29.38%-6.4pp |
| Employer contribution / active EE | $2,245 | $3,065-26.7% | $4,735-52.6% | $2,177+3.1% |
| Participant deferral / active EE | $5,515 | $5,691-3.1% | $6,709-17.8% | $3,514+57.0% |
| Admin fee / account holder | $6 | $569-99.0% | $10,261-99.9% | $847-99.3% |