Filed July 11, 2005 (most recent of 4 filings on file)
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $39,087 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS Service code 16 · EIN 34-1542819 | Consulting | $15,623 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $157,170 | $88,730+77.1% | $82,313+90.9% | $77,958+101.6% |
| Participation rate | 89.7% | 84.5%+5.2pp | 76.9%+12.8pp | 71.6%+18.1pp |
| Annual return | 15.60% | 20.88%-5.3pp | 25.88%-10.3pp | 20.87%-5.3pp |
| Employer contribution / active EE | $288 | $2,758-89.5% | $2,428-88.1% | $2,310-87.5% |
| Participant deferral / active EE | $6,296 | $4,634+35.8% | $3,706+69.9% | $3,537+78.0% |
| Admin fee / account holder | $50 | $74-32.3% | $5,608-99.1% | $97-48.6% |