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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $158,522 |
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 | $171,380 | $105,247+62.8% | $87,100+96.8% | $77,787+120.3% |
| Participation rate | 95.0% | 85.8%+9.2pp | 76.9%+18.1pp | 73.2%+21.8pp |
| Annual return | 49.40% | 24.52%+24.9pp | 28.19%+21.2pp | 32.57%+16.8pp |
| Employer contribution / active EE | $1,890 | $2,895-34.7% | $2,521-25.0% | $2,504-24.5% |
| Participant deferral / active EE | $7,323 | $5,060+44.7% | $4,049+80.9% | $3,967+84.6% |
| Admin fee / account holder | $100 | $104-4.3% | $7,497-98.7% | $100-0.1% |