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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $332,300 |
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 | $60,802 | $41,410+46.8% | $84,015-27.6% | $82,204-26.0% |
| Participation rate | 51.0% | 57.6%-6.6pp | 69.0%-18.0pp | 73.4%-22.4pp |
| Annual return | 22.73% | 21.09%+1.6pp | 71.31%-48.6pp | 26.31%-3.6pp |
| Employer contribution / active EE | $815 | $833-2.2% | $1,983-58.9% | $2,707-69.9% |
| Participant deferral / active EE | $3,100 | $1,628+90.4% | $3,239-4.3% | $4,246-27.0% |
| Admin fee / account holder | $70 | $89-21.3% | $6,101-98.9% | $76-7.6% |