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 | $4,223 |
AMERICAN FUNDS3 years Service code 52 · EIN 52-0792143 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO GALLIARD Service code 52 · EIN 94-6751924 | Indirect Investment Fees | $0 |
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 | $158,473 | $54,573+190.4% | $90,951+74.2% | $73,488+115.6% |
| Participation rate | 95.5% | 61.2%+34.3pp | 69.0%+26.5pp | 70.7%+24.8pp |
| Annual return | 9.72% | 16.69%-7.0pp | 134.60%-124.9pp | 28.51%-18.8pp |
| Employer contribution / active EE | $1,869 | $991+88.5% | $2,122-11.9% | $2,270-17.7% |
| Participant deferral / active EE | $7,659 | $2,517+204.3% | $3,373+127.1% | $3,740+104.8% |
| Admin fee / account holder | $16 | $521-96.9% | $5,959-99.7% | $513-96.9% |