Filed March 2, 2005
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 Filed as: WELLS FARGO ADVISORS Service code 16 · EIN 32-1542810 | Consulting | $49,491 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,819 |
MERIWETHER, WILSON A2+ years Service code 16 · EIN 42-0731256 | Consulting | $12,574 |
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 | $50,003 | $37,044+35.0% | $71,796-30.4% | $57,658-13.3% |
| Participation rate | 90.2% | 61.1%+29.1pp | 69.1%+21.1pp | 70.2%+20.0pp |
| Annual return | 18.12% | 12.64%+5.5pp | 78.04%-59.9pp | 5.13%+13.0pp |
| Employer contribution / active EE | $2,353 | $720+226.7% | $1,924+22.2% | $1,974+19.2% |
| Participant deferral / active EE | $4,396 | $1,974+122.7% | $2,794+57.3% | $3,061+43.6% |
| Admin fee / account holder | $199 | $101+97.5% | $4,815-95.9% | $95+110.9% |