Filed June 25, 2001
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 6-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 Service code 15 · EIN 94-1347393 | Recordkeeping | $0 |
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 | $21,137 | $37,117-43.1% | $147,614-85.7% | $55,191-61.7% |
| Participation rate | 36.7% | 63.6%-26.9pp | 84.6%-47.9pp | 69.2%-32.5pp |
| Annual return | -0.65% | 3.44%-4.1pp | 61.98%-62.6pp | 10.78%-11.4pp |
| Employer contribution / active EE | $680 | $1,620-58.1% | $5,564-87.8% | $1,899-64.2% |
| Participant deferral / active EE | $0 | $1,985-100.0% | $4,895-100.0% | $3,046-100.0% |
| Admin fee / account holder | $113 | $86+31.6% | $11,611-99.0% | $91+24.1% |