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 | $2,272 |
Participant 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 | $37,003 | $50,385-26.6% | $75,670-51.1% | $62,292-40.6% |
| Participation rate | 77.8% | 67.7%+10.1pp | 72.3%+5.4pp | 69.5%+8.3pp |
| Annual return | 15.28% | 19.90%-4.6pp | 27.34%-12.1pp | 28.90%-13.6pp |
| Employer contribution / active EE | $0 | $1,537-100.0% | $2,352-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,051 | $2,445-57.0% | $3,142-66.6% | $3,169-66.8% |
| Admin fee / account holder | $17 | $384-95.6% | $5,800-99.7% | $479-96.5% |