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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $66,725 |
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 | $180,130 | $59,186+204.3% | $76,768+134.6% | $56,287+220.0% |
| Participation rate | 94.0% | 75.2%+18.7pp | 77.0%+17.0pp | 69.9%+24.1pp |
| Annual return | 11.25% | 6.62%+4.6pp | 2.43%+8.8pp | -9.96%+21.2pp |
| Employer contribution / active EE | $5,725 | $1,759+225.6% | $2,485+130.4% | $2,111+171.2% |
| Participant deferral / active EE | $5,846 | $3,255+79.6% | $3,852+51.8% | $3,350+74.5% |
| Admin fee / account holder | $255 | $489-47.9% | $6,675-96.2% | $521-51.1% |