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 | $2,292 |
Employer contribution per participant 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 | $30,670 | $43,550-29.6% | $63,517-51.7% | $52,331-41.4% |
| Participation rate | 71.9% | 65.7%+6.2pp | 71.0%+0.9pp | 68.1%+3.8pp |
| Annual return | 0.79% | 2.03%-1.2pp | -70.30%+71.1pp | 4.54%-3.8pp |
| Employer contribution / active EE | $13 | $1,351-99.0% | $2,322-99.4% | $1,882-99.3% |
| Participant deferral / active EE | $975 | $2,254-56.8% | $2,953-67.0% | $3,022-67.8% |
| Admin fee / account holder | $14 | $387-96.5% | $5,892-99.8% | $592-97.7% |