Filed February 18, 2004 (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 Filed as: WELLS FARGO BANK, N. A. Service code 37 · EIN 94-1347393 | Loan Processing | $113,782 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,198 | $47,456-36.4% | $172,739-82.5% | $77,787-61.2% |
| Participation rate | 88.6% | 66.3%+22.3pp | 82.6%+6.0pp | 73.2%+15.4pp |
| Annual return | 22.13% | 35.57%-13.4pp | 802.84%-780.7pp | 32.57%-10.4pp |
| Employer contribution / active EE | $1,350 | $1,574-14.2% | $5,143-73.7% | $2,504-46.1% |
| Participant deferral / active EE | $2,347 | $2,560-8.3% | $5,198-54.8% | $3,967-40.8% |
| Admin fee / account holder | $72 | $81-10.5% | $13,954-99.5% | $100-27.7% |