Filed April 25, 2000
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 | $575,641 |
COOK STREET CONSULTING1 year Filed as: COOK STREET CONSULTANTS, INC. Service code 16 · EIN 84-0854432 | Consulting | $20,125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,312 | $37,026-50.5% | $78,778-76.8% | $177,276-89.7% |
| Participation rate | 66.7% | 54.2%+12.5pp | 69.2%-2.5pp | 74.8%-8.1pp |
| Annual return | 12.24% | 16.20%-4.0pp | 35.62%-23.4pp | 21.25%-9.0pp |
| Employer contribution / active EE | $0 | $730-100.0% | $1,986-100.0% | $2,479-100.0% |
| Participant deferral / active EE | $1,041 | $1,412-26.3% | $2,958-64.8% | $3,881-73.2% |
| Admin fee / account holder | $47 | $77-39.0% | $5,134-99.1% | $154-69.7% |