Filed March 15, 1999 (most recent of 2 filings on file)
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 Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $15,850 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $35,035 | $54,890-36.2% | $63,517-44.8% | $59,188-40.8% |
| Participation rate | 57.4% | 75.6%-18.1pp | 71.0%-13.6pp | 69.4%-12.0pp |
| Annual return | -0.69% | 4.56%-5.2pp | -70.30%+69.6pp | 5.51%-6.2pp |
| Employer contribution / active EE | $821 | $1,831-55.1% | $2,322-64.6% | $2,098-60.8% |
| Participant deferral / active EE | $1,440 | $2,803-48.6% | $2,953-51.2% | $3,265-55.9% |
| Admin fee / account holder | $86 | $66+29.3% | $5,892-98.5% | $92-7.2% |