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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $276,114 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $64,404 | $56,095+14.8% | $178,490-63.9% | $90,288-28.7% |
| Participation rate | 95.0% | 65.6%+29.4pp | 81.9%+13.1pp | 73.4%+21.6pp |
| Annual return | 15.95% | 28.81%-12.9pp | 151.07%-135.1pp | 53.97%-38.0pp |
| Employer contribution / active EE | $1,494 | $1,572-5.0% | $5,011-70.2% | $2,524-40.8% |
| Participant deferral / active EE | $4,691 | $2,669+75.8% | $5,202-9.8% | $4,232+10.8% |
| Admin fee / account holder | $87 | $101-14.0% | $13,984-99.4% | $114-24.2% |