Filed December 29, 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.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $1,641 |
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 | $52,633 | $72,770-27.7% | $67,652-22.2% | $55,191-4.6% |
| Participation rate | 96.1% | 78.8%+17.3pp | 75.7%+20.5pp | 69.2%+27.0pp |
| Annual return | -0.34% | -3.26%+2.9pp | 6625.04%-6625.4pp | 10.78%-11.1pp |
| Employer contribution / active EE | $1,374 | $1,769-22.3% | $2,266-39.3% | $1,899-27.6% |
| Participant deferral / active EE | $2,775 | $3,408-18.6% | $3,560-22.0% | $3,046-8.9% |
| Admin fee / account holder | $5 | $79-93.7% | $4,821-99.9% | $91-94.6% |