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.6 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $20,544 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,725 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,351 | $84,487+1.0% | $125,339-31.9% | $66,914+27.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -16.44% | -8.39%-8.0pp | 572.05%-588.5pp | 1.58%-18.0pp |
| Employer contribution / active EE | $2,307 | $3,553-35.1% | $4,814-52.1% | $2,544-9.3% |
| Participant deferral / active EE | $4,828 | $6,781-28.8% | $7,446-35.2% | $4,237+14.0% |
| Admin fee / account holder | $9 | $685-98.7% | $10,010-99.9% | $593-98.5% |