Filed November 11, 2004 (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.1+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $84,651 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANL, N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $64,461 |
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 | $45,817 | $57,096-19.8% | $94,224-51.4% | $55,191-17.0% |
| Participation rate | 77.2% | 75.7%+1.5pp | 78.8%-1.6pp | 69.2%+8.0pp |
| Annual return | 0.39% | 159.65%-159.3pp | 10.68%-10.3pp | 10.78%-10.4pp |
| Employer contribution / active EE | $934 | $1,708-45.3% | $3,587-73.9% | $1,899-50.8% |
| Participant deferral / active EE | $2,894 | $3,165-8.6% | $4,320-33.0% | $3,046-5.0% |
| Admin fee / account holder | $201 | $89+125.5% | $6,269-96.8% | $91+121.7% |