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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $90,353 |
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 | $146,708 | $71,666+104.7% | $117,854+24.5% | $69,631+110.7% |
| Participation rate | 98.1% | 77.5%+20.5pp | 79.7%+18.4pp | 70.7%+27.4pp |
| Annual return | 24.68% | 18.86%+5.8pp | 335.08%-310.4pp | 27571.02%-27546.3pp |
| Employer contribution / active EE | $4,868 | $1,889+157.7% | $3,786+28.6% | $2,032+139.6% |
| Participant deferral / active EE | $6,637 | $3,340+98.7% | $4,482+48.1% | $3,224+105.9% |
| Admin fee / account holder | $78 | $120-35.0% | $8,020-99.0% | $110-29.2% |