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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $5,110 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,335 | $23,119-16.4% | $71,086-72.8% | $75,289-74.3% |
| Participation rate | 87.6% | 36.3%+51.3pp | 54.7%+32.9pp | 72.4%+15.2pp |
| Annual return | -3.91% | -3.32%-0.6pp | 650.59%-654.5pp | -0.04%-3.9pp |
| Employer contribution / active EE | $247 | $399-38.2% | $1,088-77.3% | $2,405-89.7% |
| Participant deferral / active EE | $1,726 | $960+79.7% | $1,874-7.9% | $3,739-53.8% |
| Admin fee / account holder | $2 | $89-97.4% | $3,082-99.9% | $102-97.7% |