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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $206,596 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,998 | $56,095-39.4% | $178,490-81.0% | $90,288-62.3% |
| Participation rate | 90.8% | 65.6%+25.2pp | 81.9%+8.9pp | 73.4%+17.4pp |
| Annual return | 18.66% | 28.81%-10.2pp | 151.07%-132.4pp | 53.97%-35.3pp |
| Employer contribution / active EE | $2,308 | $1,572+46.8% | $5,011-53.9% | $2,524-8.6% |
| Participant deferral / active EE | $4,016 | $2,669+50.5% | $5,202-22.8% | $4,232-5.1% |
| Admin fee / account holder | $58 | $101-41.9% | $13,984-99.6% | $114-48.7% |