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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $34,981 |
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 | $22,094 | $37,196-40.6% | $154,107-85.7% | $55,725-60.4% |
| Participation rate | 42.9% | 64.1%-21.2pp | 83.0%-40.2pp | 70.9%-28.0pp |
| Annual return | -4.84% | 1319.68%-1324.5pp | 735.12%-740.0pp | 244.93%-249.8pp |
| Employer contribution / active EE | $859 | $1,614-46.8% | $5,298-83.8% | $2,078-58.7% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $140 | $102+37.5% | $13,411-99.0% | $115+21.2% |