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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $47,829 |
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 | $77,584 | $42,396+83.0% | $67,313+15.3% | $56,287+37.8% |
| Participation rate | 88.8% | 61.0%+27.8pp | 69.1%+19.7pp | 69.9%+18.9pp |
| Annual return | -4.62% | -36.63%+32.0pp | -4.08%-0.5pp | -9.96%+5.3pp |
| Employer contribution / active EE | $2,714 | $1,414+92.0% | $2,566+5.8% | $2,111+28.6% |
| Participant deferral / active EE | $6,426 | $2,360+172.3% | $3,568+80.1% | $3,350+91.8% |
| Admin fee / account holder | $165 | $510-67.6% | $4,507-96.3% | $521-68.3% |