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.4+ years Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $150,004 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $145,483 |
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 | $39,479 | $77,559-49.1% | $68,793-42.6% | $75,289-47.6% |
| Participation rate | 47.4% | 78.3%-30.9pp | 72.2%-24.8pp | 72.4%-25.0pp |
| Annual return | -6.52% | -1.01%-5.5pp | -4.63%-1.9pp | -0.04%-6.5pp |
| Employer contribution / active EE | $1,010 | $1,993-49.3% | $2,625-61.5% | $2,405-58.0% |
| Participant deferral / active EE | $1,744 | $3,128-44.2% | $3,311-47.3% | $3,739-53.4% |
| Admin fee / account holder | $170 | $90+88.0% | $5,131-96.7% | $102+66.1% |