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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $50,647 |
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 | $42,902 | $53,925-20.4% | $75,670-43.3% | $69,631-38.4% |
| Participation rate | 95.7% | 71.2%+24.5pp | 72.3%+23.3pp | 70.7%+25.0pp |
| Annual return | 19.06% | 17.84%+1.2pp | 27.34%-8.3pp | 27571.02%-27552.0pp |
| Employer contribution / active EE | $2,852 | $1,802+58.2% | $2,352+21.3% | $2,032+40.3% |
| Participant deferral / active EE | $4,037 | $2,569+57.1% | $3,142+28.5% | $3,224+25.2% |
| Admin fee / account holder | $84 | $97-13.2% | $5,800-98.5% | $110-23.7% |