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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $353,561 |
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 | $48,633 | $37,026+31.4% | $78,778-38.3% | $177,276-72.6% |
| Participation rate | 49.2% | 54.2%-5.0pp | 69.2%-20.0pp | 74.8%-25.6pp |
| Annual return | 16.93% | 16.20%+0.7pp | 35.62%-18.7pp | 21.25%-4.3pp |
| Employer contribution / active EE | $713 | $730-2.4% | $1,986-64.1% | $2,479-71.3% |
| Participant deferral / active EE | $2,650 | $1,412+87.7% | $2,958-10.4% | $3,881-31.7% |
| Admin fee / account holder | $70 | $77-8.3% | $5,134-98.6% | $154-54.5% |