Filed January 29, 2020
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 Filed as: WELLS FARGO BANK Service code 18 · EIN 94-1347393 | Custodial (other than securities) | $0 |
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 | $33,965 | $48,261-29.6% | $68,793-50.6% | $55,725-39.0% |
| Participation rate | 71.0% | 71.0%0pp | 72.2%-1.2pp | 70.9%+0.2pp |
| Annual return | 14.14% | -2.61%+16.7pp | -4.63%+18.8pp | 244.93%-230.8pp |
| Employer contribution / active EE | $0 | $1,742-100.0% | $2,625-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,288 | $2,712-52.5% | $3,311-61.1% | $3,356-61.6% |
| Admin fee / account holder | $9 | $126-92.7% | $5,131-99.8% | $115-92.0% |