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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $2,406 |
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 | $35,789 | $43,504-17.7% | $68,793-48.0% | $56,287-36.4% |
| Participation rate | 73.2% | 67.8%+5.4pp | 72.2%+1.0pp | 69.9%+3.4pp |
| Annual return | -4.34% | -3.15%-1.2pp | -4.63%+0.3pp | -9.96%+5.6pp |
| Employer contribution / active EE | $0 | $1,525-100.0% | $2,625-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,108 | $2,509-55.8% | $3,311-66.5% | $3,350-66.9% |
| Admin fee / account holder | $18 | $515-96.4% | $5,131-99.6% | $521-96.5% |