Filed October 26, 2007
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.1+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $68,939 |
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $28,942 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,558 | $67,505-39.9% | $63,517-36.1% | $67,505-39.9% |
| Participation rate | 78.0% | 71.2%+6.8pp | 71.0%+7.0pp | 71.2%+6.8pp |
| Annual return | 34.93% | 6.52%+28.4pp | -70.30%+105.2pp | 6.52%+28.4pp |
| Employer contribution / active EE | $899 | $2,173-58.6% | $2,322-61.3% | $2,173-58.6% |
| Participant deferral / active EE | $1,694 | $3,597-52.9% | $2,953-42.6% | $3,597-52.9% |
| Admin fee / account holder | $137 | $56+144.8% | $5,892-97.7% | $56+144.8% |