Filed December 12, 2013 (most recent of 2 filings on file)
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 Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 99 · EIN 34-1542819 | Other Fees | $23,077 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $3,950 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,671 | $47,898-33.9% | $117,472-73.0% | $64,808-51.1% |
| Participation rate | 97.2% | 61.9%+35.3pp | 70.6%+26.6pp | 71.5%+25.7pp |
| Annual return | -14.61% | -15.54%+0.9pp | 29.74%-44.3pp | 32.82%-47.4pp |
| Employer contribution / active EE | $754 | $1,774-57.5% | $4,176-81.9% | $2,506-69.9% |
| Participant deferral / active EE | $2,579 | $3,151-18.1% | $4,070-36.6% | $4,310-40.2% |
| Admin fee / account holder | $13 | $132-89.8% | $5,645-99.8% | $188-92.8% |