Filed December 10, 2005
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 | $67,105 |
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 | $52,525 | $65,118-19.3% | $76,768-31.6% | $55,725-5.7% |
| Participation rate | 83.5% | 79.6%+3.9pp | 77.0%+6.5pp | 70.9%+12.6pp |
| Annual return | -3.64% | -1.27%-2.4pp | 2.43%-6.1pp | 244.93%-248.6pp |
| Employer contribution / active EE | $3,545 | $1,941+82.6% | $2,485+42.7% | $2,078+70.6% |
| Participant deferral / active EE | $2,871 | $3,688-22.2% | $3,852-25.5% | $3,356-14.4% |
| Admin fee / account holder | $127 | $116+9.3% | $6,675-98.1% | $115+9.9% |