Filed April 27, 1993
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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $7,206 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO GALLIARD Service code 52 · EIN 94-6751924 | Indirect Investment Fees | $0 |
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 | $107,282 | $37,044+189.6% | $71,796+49.4% | $57,658+86.1% |
| Participation rate | 87.0% | 61.1%+25.8pp | 69.1%+17.8pp | 70.2%+16.7pp |
| Annual return | 9.95% | 12.64%-2.7pp | 78.04%-68.1pp | 5.13%+4.8pp |
| Employer contribution / active EE | $1,574 | $720+118.6% | $1,924-18.2% | $1,974-20.2% |
| Participant deferral / active EE | $5,765 | $1,974+192.1% | $2,794+106.3% | $3,061+88.4% |
| Admin fee / account holder | $24 | $101-76.4% | $4,815-99.5% | $95-74.8% |