Filed December 2, 2004
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 | $128,053 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS, PCG Service code 27 · EIN 56-0276690 | Advisory (Plan) | $76,464 |
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 | $18,091 | $31,810-43.1% | $64,105-71.8% | $59,188-69.4% |
| Participation rate | 82.3% | 57.7%+24.6pp | 68.2%+14.1pp | 69.4%+12.9pp |
| Annual return | 1.74% | 9.41%-7.7pp | 791.24%-789.5pp | 5.51%-3.8pp |
| Employer contribution / active EE | $396 | $659-39.9% | $1,820-78.2% | $2,098-81.1% |
| Participant deferral / active EE | $658 | $1,582-58.4% | $2,822-76.7% | $3,265-79.8% |
| Admin fee / account holder | $122 | $57+115.1% | $4,499-97.3% | $92+32.7% |