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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $32,808 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,987 | $55,636+61.7% | $81,983+9.8% | $73,488+22.5% |
| Participation rate | 90.0% | 62.3%+27.7pp | 69.2%+20.8pp | 70.7%+19.4pp |
| Annual return | 15.78% | 19.07%-3.3pp | 41.31%-25.5pp | 28.51%-12.7pp |
| Employer contribution / active EE | $2,232 | $1,625+37.4% | $2,498-10.6% | $2,270-1.7% |
| Participant deferral / active EE | $5,345 | $2,762+93.5% | $3,722+43.6% | $3,740+42.9% |
| Admin fee / account holder | $136 | $493-72.4% | $5,664-97.6% | $513-73.5% |