Filed August 29, 2006
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 Service code 15 · EIN 94-1347393 | Recordkeeping | $6,877 |
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 | $84,239 | $60,349+39.6% | $74,183+13.6% | $62,891+33.9% |
| Participation rate | 97.9% | 72.7%+25.1pp | 76.6%+21.3pp | 69.3%+28.6pp |
| Annual return | 7.06% | 21.37%-14.3pp | 17.74%-10.7pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,460 | $1,680-13.1% | $2,370-38.4% | $2,281-36.0% |
| Participant deferral / active EE | $6,675 | $2,856+133.7% | $3,550+88.1% | $3,203+108.4% |
| Admin fee / account holder | $226 | $4,261-94.7% | $5,586-95.9% | $4,296-94.7% |