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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $81,624 |
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 | $39,876 | $168,231-76.3% | $67,834-41.2% | $63,975-37.7% |
| Participation rate | 95.1% | 66.8%+28.3pp | 68.8%+26.3pp | 71.1%+24.0pp |
| Annual return | 8.32% | 11.76%-3.4pp | 138.47%-130.2pp | 48.65%-40.3pp |
| Employer contribution / active EE | $1,152 | $1,907-39.6% | $2,403-52.1% | $2,182-47.2% |
| Participant deferral / active EE | $3,620 | $2,827+28.1% | $3,160+14.6% | $3,356+7.9% |
| Admin fee / account holder | $100 | $81+24.8% | $4,622-97.8% | $70+42.7% |