Filed May 5, 2005 (most recent of 3 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.1+ years Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $20,956 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $67,605 | $75,760-10.8% | $123,104-45.1% | $59,188+14.2% |
| Participation rate | 91.2% | 86.0%+5.2pp | 86.8%+4.5pp | 69.4%+21.8pp |
| Annual return | -0.26% | 2.93%-3.2pp | 13.22%-13.5pp | 5.51%-5.8pp |
| Employer contribution / active EE | $938 | $3,415-72.5% | $5,151-81.8% | $2,098-55.3% |
| Participant deferral / active EE | $2,929 | $5,000-41.4% | $6,230-53.0% | $3,265-10.3% |
| Admin fee / account holder | $0 | $61-99.4% | $9,015-100.0% | $92-99.6% |