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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $40,791 |
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 | $86,723 | $47,922+81.0% | $75,886+14.3% | $65,185+33.0% |
| Participation rate | 88.2% | 63.0%+25.2pp | 69.3%+18.9pp | 70.2%+18.0pp |
| Annual return | 21.00% | 24.12%-3.1pp | 30.76%-9.8pp | 29.38%-8.4pp |
| Employer contribution / active EE | $2,171 | $1,557+39.4% | $2,500-13.2% | $2,177-0.2% |
| Participant deferral / active EE | $5,240 | $2,550+105.5% | $3,603+45.4% | $3,514+49.1% |
| Admin fee / account holder | $146 | $532-72.6% | $5,418-97.3% | $847-82.8% |