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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $3,565 |
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 | $71,534 | $73,404-2.5% | $87,100-17.9% | $67,579+5.9% |
| Participation rate | 93.4% | 80.9%+12.5pp | 76.9%+16.5pp | 71.3%+22.1pp |
| Annual return | 25.09% | 48.29%-23.2pp | 28.19%-3.1pp | 378.56%-353.5pp |
| Employer contribution / active EE | $2,421 | $2,014+20.2% | $2,521-4.0% | $2,148+12.7% |
| Participant deferral / active EE | $3,596 | $3,913-8.1% | $4,049-11.2% | $3,539+1.6% |
| Admin fee / account holder | $13 | $142-90.7% | $7,497-99.8% | $142-90.7% |