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 year Filed as: WELLS FARGO BNK, N.A. Service code 21 · EIN 94-1347393 | Bank Trustee | $4,452 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,263 | $54,590-18.9% | $81,930-46.0% | $73,488-39.8% |
| Participation rate | 84.5% | 68.3%+16.1pp | 72.0%+12.5pp | 70.7%+13.8pp |
| Annual return | 20.32% | 17.74%+2.6pp | 29.49%-9.2pp | 28.51%-8.2pp |
| Employer contribution / active EE | $1,554 | $1,636-5.0% | $4,310-63.9% | $2,270-31.5% |
| Participant deferral / active EE | $1,724 | $2,759-37.5% | $7,107-75.7% | $3,740-53.9% |
| Admin fee / account holder | $31 | $592-94.8% | $5,158-99.4% | $513-94.0% |