Filed February 23, 2016 (most recent of 2 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.1+ years Filed as: WELLS FARGO BANK, NA Service code 15 · EIN 94-1347393 | Recordkeeping | $33,815 |
MERCER1+ years Service code 16 · EIN 61-0736136 | Consulting | $8,858 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $51,666 | $62,324-17.1% | $68,509-24.6% | $55,191-6.4% |
| Participation rate | 88.1% | 78.9%+9.2pp | 74.7%+13.4pp | 69.2%+18.9pp |
| Annual return | -1.20% | 4.26%-5.5pp | 8.27%-9.5pp | 10.78%-12.0pp |
| Employer contribution / active EE | $1,247 | $2,223-43.9% | $2,278-45.3% | $1,899-34.3% |
| Participant deferral / active EE | $2,795 | $3,425-18.4% | $3,382-17.4% | $3,046-8.3% |
| Admin fee / account holder | $74 | $91-19.4% | $5,275-98.6% | $91-18.9% |