Filed December 17, 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 | $7,584 |
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 | $19,770 | $22,291-11.3% | $69,182-71.4% | $63,975-69.1% |
| Participation rate | 82.6% | 35.3%+47.4pp | 55.1%+27.5pp | 71.1%+11.5pp |
| Annual return | 8.57% | 9.30%-0.7pp | -21.93%+30.5pp | 48.65%-40.1pp |
| Employer contribution / active EE | $223 | $325-31.5% | $1,206-81.5% | $2,182-89.8% |
| Participant deferral / active EE | $1,577 | $808+95.2% | $1,897-16.9% | $3,356-53.0% |
| Admin fee / account holder | $38 | $73-48.4% | $2,697-98.6% | $70-46.5% |