Filed February 6, 2001
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.1 year Filed as: WELLS FARGO BNK, N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $399,832 |
Filed as: MJM 401(K) LLC Service code 27 · EIN 86-0882983 | Advisory (Plan) | $52,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,473 | $82,783-28.2% | $133,956-55.6% | $90,288-34.1% |
| Participation rate | 95.5% | 81.3%+14.2pp | 79.8%+15.7pp | 73.4%+22.1pp |
| Annual return | -12.94% | 21.89%-34.8pp | 45.09%-58.0pp | 53.97%-66.9pp |
| Employer contribution / active EE | $813 | $2,388-66.0% | $3,919-79.3% | $2,524-67.8% |
| Participant deferral / active EE | $5,557 | $4,291+29.5% | $5,048+10.1% | $4,232+31.3% |
| Admin fee / account holder | $109 | $93+17.8% | $8,927-98.8% | $114-4.1% |