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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $267,223 |
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 | $53,259 | $47,456+12.2% | $172,739-69.2% | $77,787-31.5% |
| Participation rate | 98.6% | 66.3%+32.3pp | 82.6%+16.0pp | 73.2%+25.4pp |
| Annual return | 22.78% | 35.57%-12.8pp | 802.84%-780.1pp | 32.57%-9.8pp |
| Employer contribution / active EE | $2,699 | $1,574+71.5% | $5,143-47.5% | $2,504+7.8% |
| Participant deferral / active EE | $4,561 | $2,560+78.2% | $5,198-12.2% | $3,967+15.0% |
| Admin fee / account holder | $79 | $81-2.8% | $13,954-99.4% | $100-21.4% |