Filed October 18, 2004 (most recent of 2 filings on file)
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 | $18,713 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,909 | $46,173-7.1% | $170,442-74.8% | $69,631-38.4% |
| Participation rate | 84.5% | 63.9%+20.6pp | 83.6%+0.9pp | 70.7%+13.8pp |
| Annual return | 17.56% | 21.62%-4.1pp | 205.93%-188.4pp | 27571.02%-27553.5pp |
| Employer contribution / active EE | $1,666 | $1,610+3.5% | $5,433-69.3% | $2,032-18.0% |
| Participant deferral / active EE | $2,509 | $2,080+20.6% | $4,939-49.2% | $3,224-22.2% |
| Admin fee / account holder | $65 | $116-44.0% | $13,880-99.5% | $110-41.2% |