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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $288,294 |
Filed as: INVESTMENT RESEARCH & ADVISORY GRP Service code 27 · EIN 58-1989031 | Advisory (Plan) | $67,500 |
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 | $70,483 | $40,984+72.0% | $90,951-22.5% | $93,223-24.4% |
| Participation rate | 53.9% | 59.7%-5.8pp | 69.0%-15.1pp | 74.9%-21.0pp |
| Annual return | 14.47% | 17.56%-3.1pp | 134.60%-120.1pp | 19.29%-4.8pp |
| Employer contribution / active EE | $834 | $840-0.7% | $2,122-60.7% | $2,680-68.9% |
| Participant deferral / active EE | $3,356 | $1,856+80.9% | $3,373-0.5% | $4,563-26.5% |
| Admin fee / account holder | $70 | $75-7.5% | $5,959-98.8% | $79-12.2% |