Filed July 23, 2006
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 | $105,662 |
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 | $30,291 | $62,267-51.4% | $110,238-72.5% | $55,725-45.6% |
| Participation rate | 96.1% | 78.1%+18.0pp | 79.8%+16.3pp | 70.9%+25.2pp |
| Annual return | -4.45% | -1.07%-3.4pp | 314.74%-319.2pp | 244.93%-249.4pp |
| Employer contribution / active EE | $612 | $1,941-68.5% | $3,826-84.0% | $2,078-70.5% |
| Participant deferral / active EE | $3,175 | $3,516-9.7% | $4,672-32.0% | $3,356-5.4% |
| Admin fee / account holder | $190 | $121+57.2% | $8,547-97.8% | $115+65.0% |