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 | $21,170 |
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 | $59,403 | $64,286-7.6% | $90,951-34.7% | $73,409-19.1% |
| Participation rate | 81.3% | 63.6%+17.7pp | 69.0%+12.3pp | 72.2%+9.1pp |
| Annual return | 15.98% | 21.45%-5.5pp | 134.60%-118.6pp | 59.29%-43.3pp |
| Employer contribution / active EE | $870 | $895-2.7% | $2,122-59.0% | $2,234-61.0% |
| Participant deferral / active EE | $2,114 | $2,453-13.8% | $3,373-37.3% | $3,805-44.4% |
| Admin fee / account holder | $44 | $287-84.8% | $5,959-99.3% | $158-72.3% |