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.4 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $22,138 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,350 |
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 | $88,253 | $99,957-11.7% | $149,696-41.0% | $73,488+20.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 13.80% | 53.87%-40.1pp | 276.60%-262.8pp | 28.51%-14.7pp |
| Employer contribution / active EE | $2,315 | $3,191-27.5% | $4,644-50.2% | $2,270+2.0% |
| Participant deferral / active EE | $5,321 | $6,073-12.4% | $6,842-22.2% | $3,740+42.3% |
| Admin fee / account holder | $7 | $551-98.8% | $9,309-99.9% | $513-98.7% |