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.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $286,291 |
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 | $50,735 | $37,039+37.0% | $147,614-65.6% | $59,188-14.3% |
| Participation rate | 98.8% | 63.8%+35.0pp | 84.6%+14.2pp | 69.4%+29.4pp |
| Annual return | 0.84% | 7.19%-6.3pp | 61.98%-61.1pp | 5.51%-4.7pp |
| Employer contribution / active EE | $3,525 | $1,353+160.5% | $5,564-36.7% | $2,098+68.0% |
| Participant deferral / active EE | $4,149 | $2,094+98.1% | $4,895-15.3% | $3,265+27.1% |
| Admin fee / account holder | $112 | $60+85.8% | $11,611-99.0% | $92+21.3% |