Filed April 21, 2004
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 | $167,814 |
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 | $56,582 | $37,213+52.0% | $156,549-63.9% | $63,975-11.6% |
| Participation rate | 97.8% | 65.0%+32.8pp | 84.0%+13.7pp | 71.1%+26.6pp |
| Annual return | 10.32% | 47.89%-37.6pp | 32.23%-21.9pp | 48.65%-38.3pp |
| Employer contribution / active EE | $1,787 | $1,357+31.7% | $5,501-67.5% | $2,182-18.1% |
| Participant deferral / active EE | $5,197 | $2,070+151.0% | $4,871+6.7% | $3,356+54.8% |
| Admin fee / account holder | $103 | $56+82.9% | $13,027-99.2% | $70+46.3% |