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 | $5,224 |
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 | $37,576 | $37,044+1.4% | $71,796-47.7% | $57,658-34.8% |
| Participation rate | 66.9% | 61.1%+5.8pp | 69.1%-2.2pp | 70.2%-3.4pp |
| Annual return | 7.88% | 12.64%-4.8pp | 78.04%-70.2pp | 5.13%+2.8pp |
| Employer contribution / active EE | $651 | $720-9.6% | $1,924-66.2% | $1,974-67.0% |
| Participant deferral / active EE | $1,256 | $1,974-36.4% | $2,794-55.0% | $3,061-59.0% |
| Admin fee / account holder | $32 | $101-68.8% | $4,815-99.3% | $95-66.7% |