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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $449,253 |
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 | $81,235 | $37,245+118.1% | $94,993-14.5% | $77,958+4.2% |
| Participation rate | 94.9% | 56.5%+38.4pp | 73.9%+21.0pp | 71.6%+23.2pp |
| Annual return | 20.32% | 22.72%-2.4pp | 27.12%-6.8pp | 20.87%-0.5pp |
| Employer contribution / active EE | $940 | $894+5.1% | $2,603-63.9% | $2,310-59.3% |
| Participant deferral / active EE | $2,977 | $1,828+62.9% | $3,317-10.2% | $3,537-15.8% |
| Admin fee / account holder | $99 | $59+67.6% | $4,960-98.0% | $97+1.7% |