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 | $11,285 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $53,232 | $39,458+34.9% | $60,547-12.1% | $55,191-3.6% |
| Participation rate | 37.2% | 59.6%-22.4pp | 68.0%-30.7pp | 69.2%-31.9pp |
| Annual return | -1.22% | 3.35%-4.6pp | 335.64%-336.9pp | 10.78%-12.0pp |
| Employer contribution / active EE | $61 | $1,210-94.9% | $2,419-97.5% | $1,899-96.8% |
| Participant deferral / active EE | $1,488 | $2,140-30.5% | $3,328-55.3% | $3,046-51.2% |
| Admin fee / account holder | $119 | $95+24.6% | $4,536-97.4% | $91+30.6% |