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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $158,780 |
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 | $127,417 | $78,852+61.6% | $76,768+66.0% | $75,289+69.2% |
| Participation rate | 92.5% | 85.0%+7.6pp | 77.0%+15.6pp | 72.4%+20.1pp |
| Annual return | -4.58% | -1.29%-3.3pp | 2.43%-7.0pp | -0.04%-4.5pp |
| Employer contribution / active EE | $1,814 | $2,794-35.1% | $2,485-27.0% | $2,405-24.6% |
| Participant deferral / active EE | $7,332 | $4,800+52.8% | $3,852+90.4% | $3,739+96.1% |
| Admin fee / account holder | $106 | $79+34.7% | $6,675-98.4% | $102+4.0% |