Filed December 17, 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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $6,722 |
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 | $22,610 | $26,479-14.6% | $74,701-69.7% | $77,787-70.9% |
| Participation rate | 88.5% | 37.6%+50.8pp | 54.5%+34.0pp | 73.2%+15.3pp |
| Annual return | 24.08% | 38.31%-14.2pp | 752.92%-728.8pp | 32.57%-8.5pp |
| Employer contribution / active EE | $289 | $440-34.3% | $1,084-73.3% | $2,504-88.5% |
| Participant deferral / active EE | $1,894 | $1,074+76.3% | $1,964-3.5% | $3,967-52.3% |
| Admin fee / account holder | $3 | $119-97.4% | $3,333-99.9% | $100-96.9% |