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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $74,909 |
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 | $33,863 | $134,045-74.7% | $80,019-57.7% | $75,289-55.0% |
| Participation rate | 42.3% | 85.8%-43.5pp | 75.8%-33.6pp | 72.4%-30.2pp |
| Annual return | -3.82% | -0.56%-3.3pp | 11.22%-15.0pp | -0.04%-3.8pp |
| Employer contribution / active EE | $1,012 | $3,492-71.0% | $2,468-59.0% | $2,405-57.9% |
| Participant deferral / active EE | $1,745 | $4,976-64.9% | $3,686-52.6% | $3,739-53.3% |
| Admin fee / account holder | $138 | $124+11.8% | $6,521-97.9% | $102+35.4% |