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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $60,315 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS, PCG Service code 27 · EIN 56-0276690 | Advisory (Plan) | $40,000 |
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 | $44,691 | $69,305-35.5% | $82,313-45.7% | $69,631-35.8% |
| Participation rate | 93.0% | 80.3%+12.7pp | 76.9%+16.1pp | 70.7%+22.3pp |
| Annual return | 15.88% | 21.47%-5.6pp | 25.88%-10.0pp | 27571.02%-27555.1pp |
| Employer contribution / active EE | $876 | $1,887-53.5% | $2,428-63.9% | $2,032-56.9% |
| Participant deferral / active EE | $2,428 | $3,568-32.0% | $3,706-34.5% | $3,224-24.7% |
| Admin fee / account holder | $193 | $97+98.1% | $5,608-96.6% | $110+74.3% |