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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $190,128 |
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 | $141,513 | $73,125+93.5% | $125,175+13.1% | $77,787+81.9% |
| Participation rate | 97.5% | 79.4%+18.1pp | 79.8%+17.8pp | 73.2%+24.3pp |
| Annual return | 22.10% | 24.71%-2.6pp | 43.79%-21.7pp | 32.57%-10.5pp |
| Employer contribution / active EE | $4,720 | $2,413+95.6% | $3,865+22.1% | $2,504+88.5% |
| Participant deferral / active EE | $6,969 | $3,966+75.7% | $4,937+41.2% | $3,967+75.7% |
| Admin fee / account holder | $136 | $89+52.0% | $9,702-98.6% | $100+35.8% |