Filed August 22, 1996
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 Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $47,073 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $17,362 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS LLC Service code 27 · EIN 27-0058684 | Advisory (Plan) | $15,247 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
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 | $64,013 | $61,473+4.1% | $81,930-21.9% | $73,409-12.8% |
| Participation rate | 99.4% | 72.4%+27.0pp | 72.0%+27.4pp | 72.2%+27.2pp |
| Annual return | 20.10% | 28.26%-8.2pp | 29.49%-9.4pp | 59.29%-39.2pp |
| Employer contribution / active EE | $1,569 | $1,898-17.3% | $4,310-63.6% | $2,234-29.8% |
| Participant deferral / active EE | $4,664 | $3,080+51.4% | $7,107-34.4% | $3,805+22.6% |
| Admin fee / account holder | $94 | $125-24.8% | $5,158-98.2% | $158-40.2% |