Filed November 12, 2002
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 | $47,721 |
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 | $57,352 | $60,165-4.7% | $74,183-22.7% | $55,167+4.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 6.78% | 10.00%-3.2pp | 17.74%-11.0pp | 169.23%-162.4pp |
| Employer contribution / active EE | $1,900 | $1,600+18.8% | $2,370-19.8% | $1,963-3.2% |
| Participant deferral / active EE | $4,174 | $2,973+40.4% | $3,550+17.6% | $3,054+36.7% |
| Admin fee / account holder | $192 | $419-54.2% | $5,586-96.6% | $504-61.9% |