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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $142,718 |
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO BANK, NA Service code 13 · EIN 94-1347393 | Contract Administrator | $83,850 |
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 | $235,594 | $164,864+42.9% | $453,369-48.0% | $93,030+153.2% |
| Participation rate | 96.0% | 84.2%+11.8pp | 78.0%+18.0pp | 73.9%+22.1pp |
| Annual return | 13.68% | 17.89%-4.2pp | 64.40%-50.7pp | 158.70%-145.0pp |
| Employer contribution / active EE | $7,767 | $3,519+120.7% | $4,070+90.8% | $2,706+187.0% |
| Participant deferral / active EE | $8,459 | $5,690+48.7% | $6,209+36.2% | $4,562+85.4% |
| Admin fee / account holder | $178 | $104+70.9% | $11,209-98.4% | $152+17.4% |