Filed April 13, 1994 (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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $445,189 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $9,105 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $30,458 | $43,471-29.9% | $74,701-59.2% | $89,569-66.0% |
| Participation rate | 35.7% | 36.3%-0.5pp | 54.5%-18.7pp | 69.6%-33.8pp |
| Annual return | 20.61% | 24.97%-4.4pp | 752.92%-732.3pp | 34.56%-13.9pp |
| Employer contribution / active EE | $432 | $554-21.9% | $1,084-60.1% | $2,584-83.3% |
| Participant deferral / active EE | $1,160 | $1,177-1.4% | $1,964-40.9% | $4,220-72.5% |
| Admin fee / account holder | $64 | $74-13.9% | $3,333-98.1% | $72-11.2% |