Filed January 29, 2015 (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 55 · EIN 23-2384840 | Other Commissions | $19,233 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,113 |
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 | $21,595 | $37,196-41.9% | $154,107-86.0% | $55,725-61.2% |
| Participation rate | 88.5% | 64.1%+24.4pp | 83.0%+5.4pp | 70.9%+17.6pp |
| Annual return | 9.49% | 1319.68%-1310.2pp | 735.12%-725.6pp | 244.93%-235.4pp |
| Employer contribution / active EE | $1,036 | $1,614-35.8% | $5,298-80.4% | $2,078-50.1% |
| Participant deferral / active EE | $2,046 | $2,068-1.1% | $5,081-59.7% | $3,356-39.0% |
| Admin fee / account holder | $18 | $102-82.7% | $13,411-99.9% | $115-84.8% |