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.5 years Filed as: WELLS FARGO BANK, NA Service code 15 · EIN 94-1347393 | Recordkeeping | $174,103 |
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 | $221,065 | $82,093+169.3% | $379,746-41.8% | $73,409+201.1% |
| Participation rate | 97.3% | 76.8%+20.5pp | 78.4%+18.8pp | 72.2%+25.1pp |
| Annual return | 15.30% | 18.89%-3.6pp | 34.90%-19.6pp | 59.29%-44.0pp |
| Employer contribution / active EE | $7,671 | $2,847+169.5% | $3,540+116.7% | $2,234+243.4% |
| Participant deferral / active EE | $8,175 | $4,697+74.0% | $6,024+35.7% | $3,805+114.8% |
| Admin fee / account holder | $140 | $128+9.7% | $7,927-98.2% | $158-11.3% |