Filed February 12, 1998
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.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $50,044 |
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 | $150,591 | $60,165+150.3% | $74,183+103.0% | $55,167+173.0% |
| Participation rate | 96.7% | 74.2%+22.6pp | 76.6%+20.1pp | 69.0%+27.7pp |
| Annual return | 8.89% | 10.00%-1.1pp | 17.74%-8.8pp | 169.23%-160.3pp |
| Employer contribution / active EE | $6,148 | $1,600+284.3% | $2,370+159.4% | $1,963+213.2% |
| Participant deferral / active EE | $5,580 | $2,973+87.7% | $3,550+57.2% | $3,054+82.7% |
| Admin fee / account holder | $221 | $419-47.4% | $5,586-96.1% | $504-56.2% |