Filed December 2, 1992
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 | $200,772 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,957 | $27,687-9.9% | $73,545-66.1% | $177,276-85.9% |
| Participation rate | 38.7% | 34.9%+3.8pp | 54.9%-16.3pp | 74.8%-36.2pp |
| Annual return | 11.92% | 16.77%-4.8pp | -15.16%+27.1pp | 21.25%-9.3pp |
| Employer contribution / active EE | $90 | $291-68.9% | $1,219-92.6% | $2,479-96.4% |
| Participant deferral / active EE | $815 | $778+4.8% | $1,806-54.9% | $3,881-79.0% |
| Admin fee / account holder | $82 | $59+37.4% | $2,320-96.5% | $154-47.0% |