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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $303,315 |
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 | $66,386 | $143,525-53.7% | $379,746-82.5% | $90,288-26.5% |
| Participation rate | 96.4% | 82.9%+13.4pp | 78.4%+17.9pp | 73.4%+23.0pp |
| Annual return | 16.55% | 18.97%-2.4pp | 34.90%-18.4pp | 53.97%-37.4pp |
| Employer contribution / active EE | $2,295 | $3,201-28.3% | $3,540-35.2% | $2,524-9.1% |
| Participant deferral / active EE | $8,742 | $5,231+67.1% | $6,024+45.1% | $4,232+106.6% |
| Admin fee / account holder | $49 | $100-51.0% | $7,927-99.4% | $114-56.9% |