Filed October 18, 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 | $210,343 |
Annual investment return 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 | $71,423 | $71,957-0.7% | $67,652+5.6% | $59,188+20.7% |
| Participation rate | 94.4% | 82.7%+11.7pp | 75.7%+18.7pp | 69.4%+25.0pp |
| Annual return | -1.30% | 8.53%-9.8pp | 6625.04%-6626.3pp | 5.51%-6.8pp |
| Employer contribution / active EE | $1,826 | $2,432-24.9% | $2,266-19.4% | $2,098-13.0% |
| Participant deferral / active EE | $3,844 | $4,211-8.7% | $3,560+8.0% | $3,265+17.8% |
| Admin fee / account holder | $76 | $64+19.1% | $4,821-98.4% | $92-17.1% |