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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $417,391 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,194 | $117,734-59.9% | $115,752-59.2% | $77,958-39.5% |
| Participation rate | 94.6% | 82.0%+12.6pp | 77.8%+16.8pp | 71.6%+23.0pp |
| Annual return | 23.58% | 17.65%+5.9pp | 19.41%+4.2pp | 20.87%+2.7pp |
| Employer contribution / active EE | $1,735 | $2,736-36.6% | $3,492-50.3% | $2,310-24.9% |
| Participant deferral / active EE | $6,918 | $4,435+56.0% | $5,204+32.9% | $3,537+95.6% |
| Admin fee / account holder | $72 | $75-3.9% | $6,278-98.9% | $97-26.0% |