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 | $5,320 |
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 | $40,988 | $48,064-14.7% | $78,778-48.0% | $69,631-41.1% |
| Participation rate | 64.8% | 61.6%+3.2pp | 69.2%-4.4pp | 70.7%-5.9pp |
| Annual return | 18.28% | 21.81%-3.5pp | 35.62%-17.3pp | 27571.02%-27552.7pp |
| Employer contribution / active EE | $597 | $744-19.7% | $1,986-69.9% | $2,032-70.6% |
| Participant deferral / active EE | $1,440 | $2,079-30.7% | $2,958-51.3% | $3,224-55.3% |
| Admin fee / account holder | $27 | $152-82.2% | $5,134-99.5% | $110-75.5% |