Filed September 27, 2016 (most recent of 3 filings on file)
Total covered: 9 employees
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $28,466 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS PCG Service code 27 · EIN 56-0276690 | Advisory (Plan) | $10,219 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $7,174 | $37,117-80.7% | $147,614-95.1% | $55,191-87.0% |
| Participation rate | 83.6% | 63.6%+20.0pp | 84.6%-1.0pp | 69.2%+14.4pp |
| Annual return | -0.50% | 3.44%-3.9pp | 61.98%-62.5pp | 10.78%-11.3pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $612 | $1,985-69.2% | $4,895-87.5% | $3,046-79.9% |
| Admin fee / account holder | $85 | $86-1.1% | $11,611-99.3% | $91-6.8% |