Filed November 30, 2012
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 Service code 15 · EIN 94-1347393 | Recordkeeping | $34,132 |
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 | $63,002 | $39,458+59.7% | $60,547+4.1% | $55,191+14.2% |
| Participation rate | 92.6% | 59.6%+33.0pp | 68.0%+24.7pp | 69.2%+23.5pp |
| Annual return | 2.30% | 3.35%-1.1pp | 335.64%-333.3pp | 10.78%-8.5pp |
| Employer contribution / active EE | $2,119 | $1,210+75.1% | $2,419-12.4% | $1,899+11.6% |
| Participant deferral / active EE | $4,731 | $2,140+121.0% | $3,328+42.2% | $3,046+55.3% |
| Admin fee / account holder | $167 | $95+75.4% | $4,536-96.3% | $91+83.8% |