Filed August 17, 1989
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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $78,992 |
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 | $63,710 | $96,261-33.8% | $76,768-17.0% | $68,904-7.5% |
| Participation rate | 81.4% | 87.0%-5.6pp | 77.0%+4.4pp | 74.1%+7.2pp |
| Annual return | -5.98% | -0.85%-5.1pp | 2.43%-8.4pp | 1.07%-7.0pp |
| Employer contribution / active EE | $2,107 | $3,303-36.2% | $2,485-15.2% | $2,540-17.0% |
| Participant deferral / active EE | $4,006 | $5,537-27.6% | $3,852+4.0% | $4,015-0.2% |
| Admin fee / account holder | $87 | $73+19.8% | $6,675-98.7% | $71+22.5% |