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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $141,632 |
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 | $61,816 | $78,852-21.6% | $76,768-19.5% | $75,289-17.9% |
| Participation rate | 87.0% | 85.0%+2.0pp | 77.0%+10.0pp | 72.4%+14.6pp |
| Annual return | 0.16% | -1.29%+1.4pp | 2.43%-2.3pp | -0.04%+0.2pp |
| Employer contribution / active EE | $828 | $2,794-70.4% | $2,485-66.7% | $2,405-65.6% |
| Participant deferral / active EE | $4,049 | $4,800-15.6% | $3,852+5.1% | $3,739+8.3% |
| Admin fee / account holder | $111 | $79+40.0% | $6,675-98.3% | $102+8.1% |