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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $110,831 |
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 | $35,593 | $50,106-29.0% | $70,014-49.2% | $57,658-38.3% |
| Participation rate | 92.7% | 70.9%+21.9pp | 71.8%+20.9pp | 70.2%+22.5pp |
| Annual return | 6.89% | 14.58%-7.7pp | 12.99%-6.1pp | 5.13%+1.8pp |
| Employer contribution / active EE | $2,712 | $1,739+55.9% | $2,338+16.0% | $1,974+37.4% |
| Participant deferral / active EE | $3,650 | $2,486+46.8% | $2,931+24.5% | $3,061+19.3% |
| Admin fee / account holder | $106 | $89+19.2% | $4,380-97.6% | $95+12.5% |