Filed June 8, 2009
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 Service code 15 · EIN 94-1347393 | Recordkeeping | $276,661 |
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 | $36,008 | $107,045-66.4% | $108,745-66.9% | $63,975-43.7% |
| Participation rate | 94.7% | 81.9%+12.8pp | 77.7%+17.1pp | 71.1%+23.6pp |
| Annual return | 10.60% | 18.14%-7.5pp | 46.22%-35.6pp | 48.65%-38.1pp |
| Employer contribution / active EE | $1,697 | $2,651-36.0% | $3,323-48.9% | $2,182-22.2% |
| Participant deferral / active EE | $6,682 | $4,292+55.7% | $5,121+30.5% | $3,356+99.1% |
| Admin fee / account holder | $47 | $67-30.0% | $6,144-99.2% | $70-33.2% |