Filed April 21, 1997 (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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $157,175 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $28,161 | $72,066-60.9% | $81,930-65.6% | $90,288-68.8% |
| Participation rate | 72.8% | 78.9%-6.1pp | 72.0%+0.8pp | 73.4%-0.5pp |
| Annual return | 15.65% | 15.92%-0.3pp | 29.49%-13.8pp | 53.97%-38.3pp |
| Employer contribution / active EE | $0 | $2,335-100.0% | $4,310-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $2,309 | $3,557-35.1% | $7,107-67.5% | $4,232-45.4% |
| Admin fee / account holder | $88 | $92-5.3% | $5,158-98.3% | $114-23.2% |