Filed October 18, 2004 (most recent of 4 filings on file)
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 | $111,008 |
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 | $15,788 | $37,213-57.6% | $156,549-89.9% | $63,975-75.3% |
| Participation rate | 89.4% | 65.0%+24.4pp | 84.0%+5.4pp | 71.1%+18.3pp |
| Annual return | 9.78% | 47.89%-38.1pp | 32.23%-22.4pp | 48.65%-38.9pp |
| Employer contribution / active EE | $1,459 | $1,357+7.5% | $5,501-73.5% | $2,182-33.1% |
| Participant deferral / active EE | $2,326 | $2,070+12.4% | $4,871-52.2% | $3,356-30.7% |
| Admin fee / account holder | $55 | $56-2.9% | $13,027-99.6% | $70-22.3% |