Filed March 24, 2004
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 6-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.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $31,842 |
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 | $36,637 | $54,281-32.5% | $60,547-39.5% | $59,188-38.1% |
| Participation rate | 94.8% | 66.8%+28.0pp | 68.0%+26.8pp | 69.4%+25.4pp |
| Annual return | 0.02% | 1.74%-1.7pp | 335.64%-335.6pp | 5.51%-5.5pp |
| Employer contribution / active EE | $1,127 | $2,031-44.5% | $2,419-53.4% | $2,098-46.3% |
| Participant deferral / active EE | $3,566 | $2,789+27.9% | $3,328+7.1% | $3,265+9.2% |
| Admin fee / account holder | $102 | $64+58.0% | $4,536-97.8% | $92+10.5% |