Filed August 28, 1
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 | $184,123 |
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 | $118,640 | $80,211+47.9% | $74,183+59.9% | $63,975+85.4% |
| Participation rate | 95.1% | 84.2%+10.9pp | 76.6%+18.5pp | 71.1%+24.0pp |
| Annual return | 7.67% | 14.13%-6.5pp | 17.74%-10.1pp | 48.65%-41.0pp |
| Employer contribution / active EE | $1,823 | $2,553-28.6% | $2,370-23.1% | $2,182-16.4% |
| Participant deferral / active EE | $6,956 | $4,370+59.2% | $3,550+96.0% | $3,356+107.2% |
| Admin fee / account holder | $117 | $67+74.8% | $5,586-97.9% | $70+66.8% |