Filed January 6, 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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $477,841 |
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 | $44,483 | $77,180-42.4% | $117,854-62.3% | $177,276-74.9% |
| Participation rate | 97.0% | 85.8%+11.2pp | 79.7%+17.3pp | 74.8%+22.1pp |
| Annual return | 21.76% | 20.91%+0.9pp | 335.08%-313.3pp | 21.25%+0.5pp |
| Employer contribution / active EE | $3,026 | $1,992+51.9% | $3,786-20.1% | $2,479+22.1% |
| Participant deferral / active EE | $4,302 | $3,956+8.7% | $4,482-4.0% | $3,881+10.9% |
| Admin fee / account holder | $57 | $54+4.3% | $8,020-99.3% | $154-63.2% |