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.4 years Filed as: WELLS FARGO BANK Service code 18 · EIN 94-1347393 | Custodial (other than securities) | $100 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,758 | $61,473-56.5% | $81,930-67.3% | $73,409-63.5% |
| Participation rate | 89.7% | 72.4%+17.3pp | 72.0%+17.7pp | 72.2%+17.5pp |
| Annual return | 11.69% | 28.26%-16.6pp | 29.49%-17.8pp | 59.29%-47.6pp |
| Employer contribution / active EE | $522 | $1,898-72.5% | $4,310-87.9% | $2,234-76.6% |
| Participant deferral / active EE | $2,100 | $3,080-31.8% | $7,107-70.5% | $3,805-44.8% |
| Admin fee / account holder | $0 | $125-99.7% | $5,158-100.0% | $158-99.8% |