Filed January 22, 2012
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.1 year Service code 15 · EIN 94-1347393 | Recordkeeping | $37,255 |
401(K) ADVISORS INC1 year Filed as: WF ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $9,756 |
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 | $15,531 | $36,916-57.9% | $156,549-90.1% | $57,658-73.1% |
| Participation rate | 99.3% | 63.4%+35.9pp | 84.0%+15.3pp | 70.2%+29.1pp |
| Annual return | 6.05% | 12.38%-6.3pp | 32.23%-26.2pp | 5.13%+0.9pp |
| Employer contribution / active EE | $1,065 | $1,571-32.2% | $5,501-80.6% | $1,974-46.0% |
| Participant deferral / active EE | $955 | $1,926-50.4% | $4,871-80.4% | $3,061-68.8% |
| Admin fee / account holder | $104 | $82+26.2% | $13,027-99.2% | $95+10.1% |