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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $225,632 |
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 | $24,427 | $47,456-48.5% | $172,739-85.9% | $77,787-68.6% |
| Participation rate | 92.7% | 66.3%+26.4pp | 82.6%+10.0pp | 73.2%+19.5pp |
| Annual return | 23.59% | 35.57%-12.0pp | 802.84%-779.3pp | 32.57%-9.0pp |
| Employer contribution / active EE | $1,780 | $1,574+13.1% | $5,143-65.4% | $2,504-28.9% |
| Participant deferral / active EE | $3,048 | $2,560+19.1% | $5,198-41.4% | $3,967-23.2% |
| Admin fee / account holder | $54 | $81-33.8% | $13,954-99.6% | $100-46.5% |