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.3+ years Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $168,438 |
Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $60,417 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,633 | $123,286-67.0% | $75,670-46.3% | $77,958-47.9% |
| Participation rate | 69.1% | 78.8%-9.6pp | 72.3%-3.2pp | 71.6%-2.5pp |
| Annual return | 15.27% | 20.45%-5.2pp | 27.34%-12.1pp | 20.87%-5.6pp |
| Employer contribution / active EE | $1,343 | $2,035-34.0% | $2,352-42.9% | $2,310-41.9% |
| Participant deferral / active EE | $2,383 | $3,095-23.0% | $3,142-24.2% | $3,537-32.6% |
| Admin fee / account holder | $165 | $144+14.5% | $5,800-97.2% | $97+69.4% |