Filed September 9, 2005
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 | $1,360 |
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 | $68,117 | $62,561+8.9% | $105,218-35.3% | $52,331+30.2% |
| Participation rate | 99.1% | 70.4%+28.7pp | 77.2%+21.9pp | 68.1%+31.0pp |
| Annual return | 0.00% | 8.71%-8.7pp | 5.33%-5.3pp | 4.54%-4.5pp |
| Employer contribution / active EE | $8,249 | $2,137+285.9% | $3,255+153.4% | $1,882+338.4% |
| Participant deferral / active EE | $0 | $3,355-100.0% | $4,867-100.0% | $3,022-100.0% |
| Admin fee / account holder | $258 | $198+29.8% | $6,992-96.3% | $592-56.4% |