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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $499,801 |
COOK STREET CONSULTING2 years Filed as: COOK STREET CONSULTANTS, INC. Service code 16 · EIN 84-0854432 | Consulting | $68,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $14,465 | $32,284-55.2% | $74,550-80.6% | $68,904-79.0% |
| Participation rate | 61.7% | 58.1%+3.6pp | 69.1%-7.5pp | 74.1%-12.5pp |
| Annual return | -3.36% | -4.24%+0.9pp | 32.53%-35.9pp | 1.07%-4.4pp |
| Employer contribution / active EE | $0 | $782-100.0% | $1,961-100.0% | $2,540-100.0% |
| Participant deferral / active EE | $786 | $1,518-48.2% | $3,108-74.7% | $4,015-80.4% |
| Admin fee / account holder | $42 | $72-41.1% | $5,060-99.2% | $71-40.4% |