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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $282,880 |
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 | $46,969 | $45,382+3.5% | $154,107-69.5% | $75,289-37.6% |
| Participation rate | 98.2% | 65.9%+32.3pp | 83.0%+15.1pp | 72.4%+25.7pp |
| Annual return | -3.62% | -0.47%-3.2pp | 735.12%-738.7pp | -0.04%-3.6pp |
| Employer contribution / active EE | $2,668 | $1,533+74.1% | $5,298-49.6% | $2,405+10.9% |
| Participant deferral / active EE | $4,244 | $2,384+78.0% | $5,081-16.5% | $3,739+13.5% |
| Admin fee / account holder | $89 | $89-0.4% | $13,411-99.3% | $102-13.1% |