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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $199,062 |
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 | $56,093 | $45,382+23.6% | $154,107-63.6% | $75,289-25.5% |
| Participation rate | 97.3% | 65.9%+31.4pp | 83.0%+14.2pp | 72.4%+24.8pp |
| Annual return | -3.68% | -0.47%-3.2pp | 735.12%-738.8pp | -0.04%-3.6pp |
| Employer contribution / active EE | $1,787 | $1,533+16.6% | $5,298-66.3% | $2,405-25.7% |
| Participant deferral / active EE | $5,344 | $2,384+124.2% | $5,081+5.2% | $3,739+42.9% |
| Admin fee / account holder | $99 | $89+10.3% | $13,411-99.3% | $102-3.6% |