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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $370,542 |
Filed as: INVESTMENT RESEARCH & ADVISORY GRP Service code 27 · EIN 58-1989031 | Advisory (Plan) | $45,000 |
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 | $48,274 | $32,284+49.5% | $74,550-35.2% | $68,904-29.9% |
| Participation rate | 50.6% | 58.1%-7.4pp | 69.1%-18.5pp | 74.1%-23.5pp |
| Annual return | -5.59% | -4.24%-1.3pp | 32.53%-38.1pp | 1.07%-6.7pp |
| Employer contribution / active EE | $755 | $782-3.5% | $1,961-61.5% | $2,540-70.3% |
| Participant deferral / active EE | $2,717 | $1,518+79.0% | $3,108-12.6% | $4,015-32.3% |
| Admin fee / account holder | $69 | $72-4.9% | $5,060-98.6% | $71-3.8% |