Filed January 8, 2014 (most recent of 3 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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $2,819 |
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 | $58,735 | $65,118-9.8% | $76,768-23.5% | $55,725+5.4% |
| Participation rate | 94.0% | 79.6%+14.4pp | 77.0%+17.1pp | 70.9%+23.2pp |
| Annual return | -5.71% | -1.27%-4.4pp | 2.43%-8.1pp | 244.93%-250.6pp |
| Employer contribution / active EE | $2,480 | $1,941+27.7% | $2,485-0.2% | $2,078+19.3% |
| Participant deferral / active EE | $3,770 | $3,688+2.2% | $3,852-2.1% | $3,356+12.4% |
| Admin fee / account holder | $10 | $116-91.3% | $6,675-99.8% | $115-91.3% |