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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $131,320 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS, PCG Service code 27 · EIN 56-0276690 | Advisory (Plan) | $78,570 |
NIEMANN FOODS, INC.1 year Filed as: NIEMANN FOODS Service code 50 1501 NORTH 12TH STREET · QUINCY, IL 62301 | Direct Payment | $26,107 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $17,929 | $33,232-46.1% | $71,796-75.0% | $63,975-72.0% |
| Participation rate | 77.9% | 60.1%+17.8pp | 69.1%+8.8pp | 71.1%+6.8pp |
| Annual return | 9.83% | 11.99%-2.2pp | 78.04%-68.2pp | 48.65%-38.8pp |
| Employer contribution / active EE | $247 | $723-65.8% | $1,924-87.2% | $2,182-88.7% |
| Participant deferral / active EE | $621 | $1,604-61.3% | $2,794-77.8% | $3,356-81.5% |
| Admin fee / account holder | $97 | $63+53.5% | $4,815-98.0% | $70+38.4% |