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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $20 |
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 | $22,065 | $36,916-40.2% | $156,549-85.9% | $57,658-61.7% |
| Participation rate | 41.6% | 63.4%-21.9pp | 84.0%-42.4pp | 70.2%-28.7pp |
| Annual return | 6.85% | 12.38%-5.5pp | 32.23%-25.4pp | 5.13%+1.7pp |
| Employer contribution / active EE | $859 | $1,571-45.3% | $5,501-84.4% | $1,974-56.5% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $96 | $82+16.9% | $13,027-99.3% | $95+2.0% |