Filed August 8, 2006
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.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $171,955 |
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 | $107,054 | $36,978+189.5% | $155,790-31.3% | $59,188+80.9% |
| Participation rate | 91.1% | 62.7%+28.4pp | 76.1%+15.0pp | 69.4%+21.7pp |
| Annual return | 0.66% | 5.44%-4.8pp | 71.54%-70.9pp | 5.51%-4.8pp |
| Employer contribution / active EE | $5,501 | $1,222+350.3% | $3,836+43.4% | $2,098+162.2% |
| Participant deferral / active EE | $8,464 | $2,795+202.9% | $4,797+76.4% | $3,265+159.3% |
| Admin fee / account holder | $105 | $65+61.8% | $7,478-98.6% | $92+14.1% |