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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $4,083 |
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 | $85,423 | $79,519+7.4% | $95,952-11.0% | $73,409+16.4% |
| Participation rate | 94.3% | 81.2%+13.1pp | 77.1%+17.2pp | 72.2%+22.1pp |
| Annual return | 16.62% | 19.20%-2.6pp | 91.61%-75.0pp | 59.29%-42.7pp |
| Employer contribution / active EE | $2,617 | $2,048+27.8% | $2,541+3.0% | $2,234+17.2% |
| Participant deferral / active EE | $4,465 | $4,138+7.9% | $4,167+7.2% | $3,805+17.3% |
| Admin fee / account holder | $17 | $184-90.9% | $6,795-99.8% | $158-89.4% |