Filed June 28, 1995
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.6+ years Filed as: WELLS FARGO BANK, NA Service code 15 · EIN 94-1347393 | Recordkeeping | $167,959 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,576 | $79,519+84.3% | $95,952+52.8% | $73,409+99.7% |
| Participation rate | 74.3% | 81.2%-6.8pp | 77.1%-2.7pp | 72.2%+2.2pp |
| Annual return | 10.70% | 19.20%-8.5pp | 91.61%-80.9pp | 59.29%-48.6pp |
| Employer contribution / active EE | $2,581 | $2,048+26.0% | $2,541+1.6% | $2,234+15.5% |
| Participant deferral / active EE | $4,354 | $4,138+5.2% | $4,167+4.5% | $3,805+14.4% |
| Admin fee / account holder | $240 | $184+30.2% | $6,795-96.5% | $158+52.0% |