Filed March 18, 2008 (most recent of 2 filings on file)
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.2+ years Filed as: WELLS FARGO BANK NA Service code 15 · EIN 41-6257133 | Recordkeeping | $74,725 |
DAILYACCESS CORPORATION2+ years Service code 11 · EIN 63-1156117 | Actuarial | $24,000 |
WHITLEY PENN LLP2+ years Service code 10 · EIN 75-2393478 | Accounting | $19,800 |
Service code 15 · EIN 04-2647786 | Recordkeeping | $0 |
See 1 actuary disclosure. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,146 | $19,1460% | $352,393-94.6% | $19,1460% |
| Participation rate | 90.6% | 90.6%0pp | 94.5%-3.9pp | 90.6%0pp |
| Annual return | 7.91% | 8.17%-0.3pp | 2.44%+5.5pp | 8.17%-0.3pp |
| Employer contribution / active EE | $2,232 | $11,868-81.2% | $16,208-86.2% | $11,868-81.2% |
| Participant deferral / active EE | $0 | $0 | $3,380-100.0% | - |
| Admin fee / account holder | $0 | $0 | $17,307-100.0% | $0 |