Filed September 3, 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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $43,188 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $17,528 | $44,989-61.0% | $170,442-89.7% | $77,958-77.5% |
| Participation rate | 27.7% | 64.6%-36.9pp | 83.6%-55.9pp | 71.6%-43.9pp |
| Annual return | 17.09% | 19.61%-2.5pp | 205.93%-188.8pp | 20.87%-3.8pp |
| Employer contribution / active EE | $153 | $1,466-89.5% | $5,433-97.2% | $2,310-93.4% |
| Participant deferral / active EE | $817 | $2,208-63.0% | $4,939-83.5% | $3,537-76.9% |
| Admin fee / account holder | $77 | $69+11.6% | $13,880-99.4% | $97-21.0% |