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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $48,125 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $84,694 | $44,059+92.2% | $71,671+18.2% | $69,631+21.6% |
| Participation rate | 90.8% | 60.8%+30.0pp | 68.7%+22.0pp | 70.7%+20.1pp |
| Annual return | 15.45% | 21.97%-6.5pp | 20.65%-5.2pp | 27571.02%-27555.6pp |
| Employer contribution / active EE | $2,228 | $1,305+70.8% | $2,460-9.4% | $2,032+9.7% |
| Participant deferral / active EE | $5,678 | $2,370+139.6% | $3,438+65.2% | $3,224+76.1% |
| Admin fee / account holder | $158 | $108+46.6% | $5,558-97.2% | $110+43.0% |