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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $58,131 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $165,003 | $64,909+154.2% | $82,313+100.5% | $62,292+164.9% |
| Participation rate | 94.2% | 74.9%+19.3pp | 76.9%+17.3pp | 69.5%+24.7pp |
| Annual return | 13.02% | 21.18%-8.2pp | 25.88%-12.9pp | 28.90%-15.9pp |
| Employer contribution / active EE | $5,715 | $1,676+241.0% | $2,428+135.3% | $2,042+179.8% |
| Participant deferral / active EE | $6,175 | $3,103+99.0% | $3,706+66.6% | $3,169+94.8% |
| Admin fee / account holder | $231 | $440-47.6% | $5,608-95.9% | $479-51.9% |