Filed July 7, 2014 (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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $304,126 |
Filed as: INVESTMENT RESEARCH & ADVISORY GRP Service code 27 · EIN 58-1989031 | Advisory (Plan) | $60,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,846 | $31,036+38.1% | $71,796-40.3% | $65,292-34.4% |
| Participation rate | 50.1% | 56.1%-6.0pp | 69.1%-19.0pp | 72.4%-22.3pp |
| Annual return | 8.96% | 8.62%+0.3pp | 78.04%-69.1pp | 11.84%-2.9pp |
| Employer contribution / active EE | $667 | $662+0.6% | $1,924-65.4% | $2,302-71.0% |
| Participant deferral / active EE | $2,504 | $1,336+87.4% | $2,794-10.4% | $3,579-30.0% |
| Admin fee / account holder | $67 | $65+3.5% | $4,815-98.6% | $57+17.1% |