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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $197,664 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,464 | $176,491-5.7% | $95,952+73.5% | $90,288+84.4% |
| Participation rate | 94.9% | 86.6%+8.3pp | 77.1%+17.8pp | 73.4%+21.5pp |
| Annual return | 19.65% | 20.14%-0.5pp | 91.61%-72.0pp | 53.97%-34.3pp |
| Employer contribution / active EE | $2,107 | $2,789-24.4% | $2,541-17.1% | $2,524-16.5% |
| Participant deferral / active EE | $8,023 | $5,340+50.3% | $4,167+92.5% | $4,232+89.6% |
| Admin fee / account holder | $109 | $154-29.4% | $6,795-98.4% | $114-4.7% |