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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $110,087 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO BANK, NA Service code 15 · EIN 94-1347393 | Recordkeeping | $82,823 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,715 | $185,342-7.9% | $111,297+53.4% | $86,799+96.7% |
| Participation rate | 82.4% | 81.0%+1.4pp | 77.3%+5.1pp | 72.3%+10.1pp |
| Annual return | 15.97% | 500.80%-484.8pp | 54.65%-38.7pp | 97.91%-81.9pp |
| Employer contribution / active EE | $3,347 | $2,246+49.0% | $2,731+22.5% | $2,405+39.1% |
| Participant deferral / active EE | $5,783 | $4,458+29.7% | $4,487+28.9% | $4,131+40.0% |
| Admin fee / account holder | $266 | $255+4.3% | $7,964-96.7% | $170+57.1% |