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.3+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $103,698 |
WELLS FARGO BANK, N.A.2 years Service code 15 · EIN 94-1347393 | Recordkeeping | $94,912 |
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 | $46,875 | $71,666-34.6% | $117,854-60.2% | $69,631-32.7% |
| Participation rate | 98.5% | 77.5%+21.0pp | 79.7%+18.9pp | 70.7%+27.9pp |
| Annual return | 17.16% | 18.86%-1.7pp | 335.08%-317.9pp | 27571.02%-27553.9pp |
| Employer contribution / active EE | $1,100 | $1,889-41.7% | $3,786-70.9% | $2,032-45.8% |
| Participant deferral / active EE | $3,380 | $3,340+1.2% | $4,482-24.6% | $3,224+4.9% |
| Admin fee / account holder | $203 | $120+69.1% | $8,020-97.5% | $110+84.3% |