Filed February 18, 2004 (most recent of 2 filings on file)
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, N. A. Service code 15 · EIN 94-1347393 | Recordkeeping | $134,642 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,554 | $45,382-45.9% | $154,107-84.1% | $75,289-67.4% |
| Participation rate | 87.4% | 65.9%+21.5pp | 83.0%+4.3pp | 72.4%+14.9pp |
| Annual return | -6.27% | -0.47%-5.8pp | 735.12%-741.4pp | -0.04%-6.2pp |
| Employer contribution / active EE | $1,222 | $1,533-20.3% | $5,298-76.9% | $2,405-49.2% |
| Participant deferral / active EE | $2,312 | $2,384-3.0% | $5,081-54.5% | $3,739-38.2% |
| Admin fee / account holder | $90 | $89+0.8% | $13,411-99.3% | $102-12.0% |