Filed April 24, 2014 (most recent of 3 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 ADVISORS Service code 16 · EIN 34-1542819 | Consulting | $25,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,122 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$211,738 |
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 | $211,776 | $88,515+139.3% | $162,163+30.6% | $67,579+213.4% |
| Participation rate | 100.0% | 86.8%+13.2pp | 87.6%+12.4pp | 71.3%+28.7pp |
| Annual return | 26.54% | 27.04%-0.5pp | 115.59%-89.1pp | 378.56%-352.0pp |
| Employer contribution / active EE | $6,359 | $3,563+78.5% | $5,614+13.3% | $2,148+196.1% |
| Participant deferral / active EE | $9,527 | $5,724+66.4% | $7,298+30.5% | $3,539+169.2% |
| Admin fee / account holder | $131 | $124+6.1% | $10,843-98.8% | $142-7.8% |