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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $296,850 |
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 | $44,226 | $118,101-62.6% | $106,387-58.4% | $75,289-41.3% |
| Participation rate | 95.0% | 81.4%+13.6pp | 77.5%+17.6pp | 72.4%+22.6pp |
| Annual return | 2.60% | -2.42%+5.0pp | 0.25%+2.4pp | -0.04%+2.6pp |
| Employer contribution / active EE | $1,561 | $2,880-45.8% | $3,520-55.6% | $2,405-35.1% |
| Participant deferral / active EE | $7,091 | $4,681+51.5% | $5,421+30.8% | $3,739+89.7% |
| Admin fee / account holder | $46 | $85-45.6% | $7,510-99.4% | $102-55.1% |