Filed April 27, 1993
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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $11,450 |
AMERICAN FUNDS1 year Service code 52 · EIN 52-0792143 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO GALLIARD Service code 52 · EIN 94-6751924 | Indirect Investment Fees | $0 |
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 | $133,098 | $35,485+275.1% | $74,550+78.5% | $55,725+138.8% |
| Participation rate | 93.7% | 62.5%+31.1pp | 69.1%+24.5pp | 70.9%+22.8pp |
| Annual return | 11.30% | 0.72%+10.6pp | 32.53%-21.2pp | 244.93%-233.6pp |
| Employer contribution / active EE | $1,610 | $777+107.1% | $1,961-17.9% | $2,078-22.5% |
| Participant deferral / active EE | $6,390 | $2,181+193.0% | $3,108+105.6% | $3,356+90.4% |
| Admin fee / account holder | $39 | $114-65.5% | $5,060-99.2% | $115-65.7% |