Filed August 28, 2012
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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $44,537 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO GALLIARD Service code 52 · EIN 94-6751924 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,640 | $72,770-34.5% | $67,652-29.6% | $55,191-13.7% |
| Participation rate | 64.4% | 78.8%-14.4pp | 75.7%-11.3pp | 69.2%-4.8pp |
| Annual return | 0.96% | -3.26%+4.2pp | 6625.04%-6624.1pp | 10.78%-9.8pp |
| Employer contribution / active EE | $1,023 | $1,769-42.2% | $2,266-54.9% | $1,899-46.1% |
| Participant deferral / active EE | $2,262 | $3,408-33.6% | $3,560-36.5% | $3,046-25.8% |
| Admin fee / account holder | $42 | $79-46.3% | $4,821-99.1% | $91-53.4% |