Filed April 23, 2008
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 | $56,024 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,303 | $74,024-45.6% | $77,999-48.3% | $57,658-30.1% |
| Participation rate | 36.4% | 79.7%-43.3pp | 75.5%-39.1pp | 70.2%-33.8pp |
| Annual return | 7.73% | 12.14%-4.4pp | 425.96%-418.2pp | 5.13%+2.6pp |
| Employer contribution / active EE | $871 | $2,365-63.2% | $2,470-64.8% | $1,974-55.9% |
| Participant deferral / active EE | $1,531 | $3,533-56.7% | $3,497-56.2% | $3,061-50.0% |
| Admin fee / account holder | $141 | $93+51.6% | $5,480-97.4% | $95+49.5% |