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 | $5,609 |
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 | $46,779 | $40,174+16.4% | $84,015-44.3% | $67,579-30.8% |
| Participation rate | 60.2% | 62.7%-2.5pp | 69.0%-8.8pp | 71.3%-11.1pp |
| Annual return | 23.39% | 25.82%-2.4pp | 71.31%-47.9pp | 378.56%-355.2pp |
| Employer contribution / active EE | $541 | $808-33.0% | $1,983-72.7% | $2,148-74.8% |
| Participant deferral / active EE | $1,378 | $2,301-40.1% | $3,239-57.5% | $3,539-61.1% |
| Admin fee / account holder | $26 | $128-79.4% | $6,101-99.6% | $142-81.4% |