Filed November 5, 1993
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 Service code 15 · EIN 94-1347393 | Recordkeeping | $9,889 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,124 | $31,810-8.4% | $64,105-54.6% | $59,188-50.8% |
| Participation rate | 90.5% | 57.7%+32.8pp | 68.2%+22.3pp | 69.4%+21.0pp |
| Annual return | -0.92% | 9.41%-10.3pp | 791.24%-792.2pp | 5.51%-6.4pp |
| Employer contribution / active EE | $3,169 | $659+380.6% | $1,820+74.1% | $2,098+51.1% |
| Participant deferral / active EE | $2,447 | $1,582+54.6% | $2,822-13.3% | $3,265-25.1% |
| Admin fee / account holder | $8 | $57-86.2% | $4,499-99.8% | $92-91.5% |