Filed October 10, 2016
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+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $7,796 |
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 | $71,315 | $57,096+24.9% | $94,224-24.3% | $55,191+29.2% |
| Participation rate | 96.5% | 75.7%+20.9pp | 78.8%+17.8pp | 69.2%+27.4pp |
| Annual return | -0.28% | 159.65%-159.9pp | 10.68%-11.0pp | 10.78%-11.1pp |
| Employer contribution / active EE | $1,986 | $1,708+16.3% | $3,587-44.6% | $1,899+4.6% |
| Participant deferral / active EE | $6,481 | $3,165+104.8% | $4,320+50.0% | $3,046+112.8% |
| Admin fee / account holder | $11 | $89-87.5% | $6,269-99.8% | $91-87.8% |