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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $263,335 |
Annual investment return 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 | $51,099 | $37,213+37.3% | $156,549-67.4% | $63,975-20.1% |
| Participation rate | 96.1% | 65.0%+31.1pp | 84.0%+12.1pp | 71.1%+25.0pp |
| Annual return | 5.91% | 47.89%-42.0pp | 32.23%-26.3pp | 48.65%-42.7pp |
| Employer contribution / active EE | $2,520 | $1,357+85.7% | $5,501-54.2% | $2,182+15.5% |
| Participant deferral / active EE | $4,032 | $2,070+94.8% | $4,871-17.2% | $3,356+20.1% |
| Admin fee / account holder | $98 | $56+73.8% | $13,027-99.2% | $70+39.0% |