Filed October 25, 2004
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+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $74,745 |
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 | $34,974 | $48,277-27.6% | $63,517-44.9% | $55,191-36.6% |
| Participation rate | 94.0% | 69.4%+24.6pp | 71.0%+23.0pp | 69.2%+24.8pp |
| Annual return | 1.63% | 2.37%-0.7pp | -70.30%+71.9pp | 10.78%-9.2pp |
| Employer contribution / active EE | $2,586 | $1,592+62.4% | $2,322+11.4% | $1,899+36.2% |
| Participant deferral / active EE | $3,436 | $2,432+41.3% | $2,953+16.3% | $3,046+12.8% |
| Admin fee / account holder | $77 | $86-10.2% | $5,892-98.7% | $91-14.9% |