Filed April 25, 2001 (most recent of 2 filings on file)
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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $128,364 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $68,457 | $88,730-22.8% | $82,313-16.8% | $77,958-12.2% |
| Participation rate | 71.8% | 84.5%-12.8pp | 76.9%-5.1pp | 71.6%+0.1pp |
| Annual return | 15.68% | 20.88%-5.2pp | 25.88%-10.2pp | 20.87%-5.2pp |
| Employer contribution / active EE | $692 | $2,758-74.9% | $2,428-71.5% | $2,310-70.0% |
| Participant deferral / active EE | $3,340 | $4,634-27.9% | $3,706-9.9% | $3,537-5.5% |
| Admin fee / account holder | $103 | $74+38.6% | $5,608-98.2% | $97+5.3% |