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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $196,595 |
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 | $140,713 | $88,730+58.6% | $82,313+70.9% | $77,958+80.5% |
| Participation rate | 95.4% | 84.5%+10.9pp | 76.9%+18.5pp | 71.6%+23.8pp |
| Annual return | 17.75% | 20.88%-3.1pp | 25.88%-8.1pp | 20.87%-3.1pp |
| Employer contribution / active EE | $1,895 | $2,758-31.3% | $2,428-22.0% | $2,310-18.0% |
| Participant deferral / active EE | $7,340 | $4,634+58.4% | $3,706+98.0% | $3,537+107.5% |
| Admin fee / account holder | $132 | $74+78.2% | $5,608-97.6% | $97+35.4% |