Filed November 14, 2012
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.1+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $12,529 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 53 · EIN 54-0910269 | Insurance Commissions | $11,174 |
CONSUMER ELECTRONICS ASSOC.1+ years Service code 15 · EIN 54-1963355 | Recordkeeping | $8,000 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $1,530 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO GALLIARD Service code 52 · EIN 94-6751924 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $124,857 | $41,854+198.3% | $73,843+69.1% | $52,331+138.6% |
| Participation rate | 97.4% | 66.2%+31.1pp | 73.4%+23.9pp | 68.1%+29.3pp |
| Annual return | -0.00% | 2.11%-2.1pp | 2267.84%-2267.8pp | 4.54%-4.5pp |
| Employer contribution / active EE | $9,995 | $1,920+420.5% | $2,787+258.6% | $1,882+431.2% |
| Participant deferral / active EE | $8,055 | $2,498+222.5% | $3,583+124.8% | $3,022+166.5% |
| Admin fee / account holder | $7 | $493-98.5% | $4,880-99.9% | $592-98.8% |