Filed October 18, 2004
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 INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $17,662 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 49 · EIN 34-1542819 | Other Services | $14,907 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,934 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $126,805 | $155,795-18.6% | $136,294-7.0% | $69,631+82.1% |
| Participation rate | 89.7% | 75.2%+14.5pp | 81.9%+7.8pp | 70.7%+19.0pp |
| Annual return | 18.80% | 232464.33%-232445.5pp | 5155.94%-5137.1pp | 27571.02%-27552.2pp |
| Employer contribution / active EE | $2,042 | $2,991-31.7% | $4,695-56.5% | $2,032+0.5% |
| Participant deferral / active EE | $7,186 | $5,394+33.2% | $6,247+15.0% | $3,224+122.9% |
| Admin fee / account holder | $42 | $128-67.0% | $9,243-99.5% | $110-61.7% |