Filed June 18, 2008
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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $160,001 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,769 | $81,719-1.2% | $101,248-20.2% | $90,288-10.5% |
| Participation rate | 98.4% | 80.7%+17.6pp | 75.8%+22.6pp | 73.4%+25.0pp |
| Annual return | 17.40% | 337.64%-320.2pp | 46.47%-29.1pp | 53.97%-36.6pp |
| Employer contribution / active EE | $3,072 | $3,622-15.2% | $3,660-16.1% | $2,524+21.7% |
| Participant deferral / active EE | $6,358 | $3,310+92.1% | $4,370+45.5% | $4,232+50.2% |
| Admin fee / account holder | $69 | $162-57.4% | $5,945-98.8% | $114-39.6% |