Filed September 15, 1993
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 | $21,513 |
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 | $101,322 | $80,177+26.4% | $123,892-18.2% | $57,658+75.7% |
| Participation rate | 96.5% | 74.4%+22.1pp | 81.4%+15.1pp | 70.2%+26.3pp |
| Annual return | 11.68% | 17.90%-6.2pp | 47.52%-35.8pp | 5.13%+6.6pp |
| Employer contribution / active EE | $3,757 | $2,913+29.0% | $4,617-18.6% | $1,974+90.3% |
| Participant deferral / active EE | $5,781 | $5,130+12.7% | $5,984-3.4% | $3,061+88.9% |
| Admin fee / account holder | $5 | $106-95.7% | $8,357-99.9% | $95-95.1% |