Filed April 13, 1994
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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $416,223 |
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 | $70,684 | $35,600+98.6% | $87,507-19.2% | $63,975+10.5% |
| Participation rate | 95.6% | 56.1%+39.5pp | 73.8%+21.8pp | 71.1%+24.5pp |
| Annual return | 7.65% | 17.86%-10.2pp | 12.21%-4.6pp | 48.65%-41.0pp |
| Employer contribution / active EE | $950 | $854+11.2% | $2,550-62.8% | $2,182-56.5% |
| Participant deferral / active EE | $2,864 | $1,660+72.6% | $3,149-9.0% | $3,356-14.7% |
| Admin fee / account holder | $94 | $51+84.8% | $4,221-97.8% | $70+33.2% |