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.2+ years Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $17,635 |
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 | $39,267 | $58,758-33.2% | $70,014-43.9% | $63,975-38.6% |
| Participation rate | 79.0% | 77.5%+1.6pp | 71.8%+7.2pp | 71.1%+7.9pp |
| Annual return | 8.66% | 18.05%-9.4pp | 12.99%-4.3pp | 48.65%-40.0pp |
| Employer contribution / active EE | $1,242 | $1,973-37.0% | $2,338-46.9% | $2,182-43.1% |
| Participant deferral / active EE | $2,167 | $2,912-25.6% | $2,931-26.1% | $3,356-35.4% |
| Admin fee / account holder | $85 | $71+20.4% | $4,380-98.0% | $70+21.3% |