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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $63,069 |
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 | $166,819 | $73,404+127.3% | $87,100+91.5% | $67,579+146.9% |
| Participation rate | 92.9% | 80.9%+12.0pp | 76.9%+16.0pp | 71.3%+21.6pp |
| Annual return | 2.66% | 48.29%-45.6pp | 28.19%-25.5pp | 378.56%-375.9pp |
| Employer contribution / active EE | $4,528 | $2,014+124.8% | $2,521+79.6% | $2,148+110.8% |
| Participant deferral / active EE | $6,296 | $3,913+60.9% | $4,049+55.5% | $3,539+77.9% |
| Admin fee / account holder | $222 | $142+56.8% | $7,497-97.0% | $142+56.1% |