Filed June 8, 2009
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 | $310,422 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,545 | $99,628-67.3% | $105,218-69.1% | $59,188-45.0% |
| Participation rate | 94.4% | 80.5%+13.9pp | 77.2%+17.1pp | 69.4%+24.9pp |
| Annual return | 1.57% | 3.21%-1.6pp | 5.33%-3.8pp | 5.51%-3.9pp |
| Employer contribution / active EE | $1,752 | $2,454-28.6% | $3,255-46.2% | $2,098-16.5% |
| Participant deferral / active EE | $6,723 | $4,189+60.5% | $4,867+38.1% | $3,265+105.9% |
| Admin fee / account holder | $58 | $62-7.1% | $6,992-99.2% | $92-37.1% |