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.1 year Service code 15 · EIN 94-1347393 | Recordkeeping | $132,785 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,943 | $56,095-30.6% | $178,490-78.2% | $90,288-56.9% |
| Participation rate | 90.0% | 65.6%+24.5pp | 81.9%+8.1pp | 73.4%+16.7pp |
| Annual return | 15.62% | 28.81%-13.2pp | 151.07%-135.4pp | 53.97%-38.3pp |
| Employer contribution / active EE | $1,497 | $1,572-4.8% | $5,011-70.1% | $2,524-40.7% |
| Participant deferral / active EE | $2,558 | $2,669-4.1% | $5,202-50.8% | $4,232-39.6% |
| Admin fee / account holder | $91 | $101-9.4% | $13,984-99.3% | $114-20.0% |