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.7 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $17,277 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,975 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,380 | $91,407+2.2% | $135,903-31.3% | $71,457+30.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 16.86% | 29.90%-13.0pp | 68.23%-51.4pp | 28.85%-12.0pp |
| Employer contribution / active EE | $2,236 | $3,703-39.6% | $4,856-53.9% | $2,588-13.6% |
| Participant deferral / active EE | $4,714 | $7,092-33.5% | $7,758-39.2% | $4,289+9.9% |
| Admin fee / account holder | $9 | $1,266-99.3% | $10,762-99.9% | $1,587-99.4% |