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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $407,978 |
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 | $78,709 | $80,211-1.9% | $74,183+6.1% | $63,975+23.0% |
| Participation rate | 93.8% | 84.2%+9.6pp | 76.6%+17.2pp | 71.1%+22.7pp |
| Annual return | 7.47% | 14.13%-6.7pp | 17.74%-10.3pp | 48.65%-41.2pp |
| Employer contribution / active EE | $1,840 | $2,553-27.9% | $2,370-22.4% | $2,182-15.7% |
| Participant deferral / active EE | $3,987 | $4,370-8.8% | $3,550+12.3% | $3,356+18.8% |
| Admin fee / account holder | $77 | $67+14.9% | $5,586-98.6% | $70+9.6% |