Filed March 22, 2013
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 WEALTH BROKERAGE INS Service code 53 · EIN 54-0702835 | Insurance Commissions | $43,742 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $9,770 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $75,902 | $63,905+18.8% | $74,183+2.3% | $57,658+31.6% |
| Participation rate | 89.5% | 79.8%+9.8pp | 76.6%+12.9pp | 70.2%+19.3pp |
| Annual return | 9.95% | 60.60%-50.6pp | 17.74%-7.8pp | 5.13%+4.8pp |
| Employer contribution / active EE | $1,979 | $1,840+7.5% | $2,370-16.5% | $1,974+0.2% |
| Participant deferral / active EE | $7,919 | $3,448+129.7% | $3,550+123.1% | $3,061+158.7% |
| Admin fee / account holder | $28 | $91-69.4% | $5,586-99.5% | $95-70.6% |