Filed April 29, 2015
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 ADVISORS LLC. Service code 27 · EIN 34-1542819 | Advisory (Plan) | $38,348 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,599 |
See 1 actuary disclosure. $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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $317,036-100.0% | $157,433-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 13.0%-13.0pp |
| Annual return | 19.22% | 10.33%+8.9pp | 10.27%+9.0pp | 13.59%+5.6pp |
| Employer contribution / active EE | $22,059 | $8,298+165.8% | $19,104+15.5% | $14,592+51.2% |
| Participant deferral / active EE | $896 | $31+2800.0% | $15+5700.3% | $67+1238.2% |
| Admin fee / account holder | $0 | $29,657-100.0% | $12,160-100.0% | $29,657-100.0% |