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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $206,012 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS, LLC Service code 33 · EIN 34-1542819 | Securities brokerage commissions and ... | $354 |
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 | $33,500 | $27,322+22.6% | $74,701-55.2% | $82,204-59.2% |
| Participation rate | 26.2% | 31.7%-5.6pp | 54.5%-28.3pp | 73.4%-47.2pp |
| Annual return | 11.02% | 28.26%-17.2pp | 752.92%-741.9pp | 26.31%-15.3pp |
| Employer contribution / active EE | $345 | $324+6.6% | $1,084-68.1% | $2,707-87.2% |
| Participant deferral / active EE | $779 | $909-14.3% | $1,964-60.3% | $4,246-81.6% |
| Admin fee / account holder | $90 | $86+5.0% | $3,333-97.3% | $76+19.6% |