Filed May 15, 2001
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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $80,394 |
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 | $51,205 | $107,378-52.3% | $108,579-52.8% | $57,658-11.2% |
| Participation rate | 98.4% | 77.1%+21.3pp | 79.6%+18.9pp | 70.2%+28.2pp |
| Annual return | 7.60% | 12.80%-5.2pp | -51.70%+59.3pp | 5.13%+2.5pp |
| Employer contribution / active EE | $679 | $1,782-61.9% | $3,758-81.9% | $1,974-65.6% |
| Participant deferral / active EE | $3,303 | $3,221+2.5% | $4,311-23.4% | $3,061+7.9% |
| Admin fee / account holder | $158 | $108+46.0% | $7,645-97.9% | $95+67.6% |