Filed March 20, 2002 (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 9-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 | $268,126 |
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 | $110,300 | $82,546+33.6% | $140,016-21.2% | $75,289+46.5% |
| Participation rate | 81.3% | 88.4%-7.0pp | 87.5%-6.2pp | 72.4%+8.9pp |
| Annual return | -4.52% | -0.36%-4.2pp | 651.12%-655.6pp | -0.04%-4.5pp |
| Employer contribution / active EE | $2,155 | $3,856-44.1% | $5,606-61.6% | $2,405-10.4% |
| Participant deferral / active EE | $4,033 | $5,731-29.6% | $6,927-41.8% | $3,739+7.9% |
| Admin fee / account holder | $81 | $86-5.4% | $10,705-99.2% | $102-20.7% |