Filed June 26, 2000
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 year Service code 15 · EIN 94-1347393 | Recordkeeping | $25,755 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $5,000 |
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 | $238,018 | $85,635+177.9% | $123,892+92.1% | $63,975+272.1% |
| Participation rate | 86.0% | 74.9%+11.1pp | 81.4%+4.6pp | 71.1%+14.9pp |
| Annual return | 73.52% | 15.74%+57.8pp | 47.52%+26.0pp | 48.65%+24.9pp |
| Employer contribution / active EE | $9,580 | $3,076+211.4% | $4,617+107.5% | $2,182+339.1% |
| Participant deferral / active EE | $5,763 | $5,667+1.7% | $5,984-3.7% | $3,356+71.7% |
| Admin fee / account holder | $67 | $75-11.1% | $8,357-99.2% | $70-5.5% |