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.2 years Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 99 · EIN 34-1542819 | Other Fees | $25,413 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,621 | $48,335-16.0% | $121,098-66.5% | $71,457-43.2% |
| Participation rate | 97.9% | 54.3%+43.6pp | 69.5%+28.4pp | 67.9%+29.9pp |
| Annual return | 16.64% | 23.32%-6.7pp | 985.75%-969.1pp | 28.85%-12.2pp |
| Employer contribution / active EE | $1,104 | $1,489-25.8% | $4,164-73.5% | $2,588-57.3% |
| Participant deferral / active EE | $3,240 | $2,754+17.7% | $4,080-20.6% | $4,289-24.4% |
| Admin fee / account holder | $15 | $1,841-99.2% | $5,644-99.7% | $1,587-99.0% |