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 | $7,759 |
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 | $38,246 | $35,485+7.8% | $74,550-48.7% | $55,725-31.4% |
| Participation rate | 62.7% | 62.5%+0.1pp | 69.1%-6.5pp | 70.9%-8.2pp |
| Annual return | -5.69% | 0.72%-6.4pp | 32.53%-38.2pp | 244.93%-250.6pp |
| Employer contribution / active EE | $680 | $777-12.5% | $1,961-65.3% | $2,078-67.3% |
| Participant deferral / active EE | $1,644 | $2,181-24.6% | $3,108-47.1% | $3,356-51.0% |
| Admin fee / account holder | $19 | $114-83.1% | $5,060-99.6% | $115-83.2% |