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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $187,457 |
Service code 27 · EIN 20-3247391 | Advisory (Plan) | $50,000 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $15,953 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $74,782 | $39,948+87.2% | $89,391-16.3% | $73,409+1.9% |
| Participation rate | 96.0% | 50.4%+45.6pp | 68.0%+28.0pp | 72.2%+23.8pp |
| Annual return | 38.71% | 50.12%-11.4pp | 245.62%-206.9pp | 59.29%-20.6pp |
| Employer contribution / active EE | $528 | $1,200-56.0% | $2,586-79.6% | $2,234-76.4% |
| Participant deferral / active EE | $4,465 | $2,193+103.6% | $3,890+14.8% | $3,805+17.3% |
| Admin fee / account holder | $194 | $134+44.7% | $4,881-96.0% | $158+23.0% |