Filed April 16, 2003 (most recent of 8 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.2 years Filed as: WELLS FARGO BANK, NA Service code 15 · EIN 94-1347393 | Recordkeeping | $315,272 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,313 | $117,734+13.2% | $115,752+15.2% | $77,958+71.0% |
| Participation rate | 95.7% | 82.0%+13.6pp | 77.8%+17.9pp | 71.6%+24.0pp |
| Annual return | 17.99% | 17.65%+0.3pp | 19.41%-1.4pp | 20.87%-2.9pp |
| Employer contribution / active EE | $4,345 | $2,736+58.8% | $3,492+24.4% | $2,310+88.0% |
| Participant deferral / active EE | $5,951 | $4,435+34.2% | $5,204+14.4% | $3,537+68.3% |
| Admin fee / account holder | $151 | $75+101.2% | $6,278-97.6% | $97+54.9% |