Filed June 28, 1995
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.4+ years Filed as: WELLS FARGO BANK, NA Service code 15 · EIN 94-1347393 | Recordkeeping | $171,245 |
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 | $104,763 | $65,118+60.9% | $76,768+36.5% | $55,725+88.0% |
| Participation rate | 88.3% | 79.6%+8.7pp | 77.0%+11.3pp | 70.9%+17.4pp |
| Annual return | -1.01% | -1.27%+0.3pp | 2.43%-3.4pp | 244.93%-245.9pp |
| Employer contribution / active EE | $3,042 | $1,941+56.7% | $2,485+22.4% | $2,078+46.4% |
| Participant deferral / active EE | $5,094 | $3,688+38.1% | $3,852+32.2% | $3,356+51.8% |
| Admin fee / account holder | $233 | $116+100.8% | $6,675-96.5% | $115+102.0% |