Filed August 29, 2006
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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $137,609 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,489 | $92,091-63.6% | $62,995-46.8% | $77,958-57.0% |
| Participation rate | 83.8% | 74.5%+9.4pp | 74.8%+9.0pp | 71.6%+12.2pp |
| Annual return | 19.33% | 16.23%+3.1pp | 87.57%-68.2pp | 20.87%-1.5pp |
| Employer contribution / active EE | $576 | $3,424-83.2% | $2,759-79.1% | $2,310-75.1% |
| Participant deferral / active EE | $3,117 | $3,361-7.2% | $3,329-6.4% | $3,537-11.9% |
| Admin fee / account holder | $140 | $48+192.3% | $3,600-96.1% | $97+43.8% |