Filed March 23, 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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $58,096 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS, PCG Service code 27 · EIN 56-0276690 | Advisory (Plan) | $37,936 |
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 | $35,721 | $63,905-44.1% | $74,183-51.8% | $57,658-38.0% |
| Participation rate | 76.5% | 79.8%-3.2pp | 76.6%-0.1pp | 70.2%+6.3pp |
| Annual return | 8.20% | 60.60%-52.4pp | 17.74%-9.5pp | 5.13%+3.1pp |
| Employer contribution / active EE | $713 | $1,840-61.3% | $2,370-69.9% | $1,974-63.9% |
| Participant deferral / active EE | $1,571 | $3,448-54.5% | $3,550-55.8% | $3,061-48.7% |
| Admin fee / account holder | $170 | $91+87.0% | $5,586-97.0% | $95+80.1% |