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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $500,797 |
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 | $77,686 | $35,366+119.7% | $90,645-14.3% | $75,289+3.2% |
| Participation rate | 93.8% | 57.3%+36.5pp | 74.0%+19.8pp | 72.4%+21.4pp |
| Annual return | -2.18% | -2.19%0pp | 1.88%-4.1pp | -0.04%-2.1pp |
| Employer contribution / active EE | $972 | $916+6.1% | $2,532-61.6% | $2,405-59.6% |
| Participant deferral / active EE | $3,112 | $1,998+55.7% | $3,425-9.1% | $3,739-16.8% |
| Admin fee / account holder | $111 | $59+88.6% | $4,994-97.8% | $102+8.8% |