Filed October 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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $379,952 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $83,029 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $74,313 | $84,728-12.3% | $60,547+22.7% | $69,651+6.7% |
| Participation rate | 79.5% | 63.7%+15.8pp | 68.0%+11.6pp | 66.6%+13.0pp |
| Annual return | -48.51% | -1.91%-46.6pp | 335.64%-384.2pp | 53.77%-102.3pp |
| Employer contribution / active EE | $2,196 | $3,261-32.7% | $2,419-9.2% | $2,241-2.0% |
| Participant deferral / active EE | $5,454 | $3,056+78.5% | $3,328+63.9% | $3,635+50.0% |
| Admin fee / account holder | $47 | $74-36.9% | $4,536-99.0% | $63-26.1% |