Filed May 21, 2012 (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 Service code 15 · EIN 94-1347393 | Recordkeeping | $22,946 |
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 | $130,272 | $107,378+21.3% | $108,579+20.0% | $57,658+125.9% |
| Participation rate | 94.7% | 77.1%+17.6pp | 79.6%+15.2pp | 70.2%+24.5pp |
| Annual return | 7.24% | 12.80%-5.6pp | -51.70%+58.9pp | 5.13%+2.1pp |
| Employer contribution / active EE | $4,880 | $1,782+173.9% | $3,758+29.9% | $1,974+147.3% |
| Participant deferral / active EE | $6,625 | $3,221+105.7% | $4,311+53.7% | $3,061+116.5% |
| Admin fee / account holder | $22 | $108-79.6% | $7,645-99.7% | $95-76.6% |