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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $33,381 |
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 | $51,732 | $63,905-19.0% | $74,183-30.3% | $57,658-10.3% |
| Participation rate | 95.0% | 79.8%+15.2pp | 76.6%+18.4pp | 70.2%+24.8pp |
| Annual return | 6.39% | 60.60%-54.2pp | 17.74%-11.3pp | 5.13%+1.3pp |
| Employer contribution / active EE | $1,323 | $1,840-28.1% | $2,370-44.2% | $1,974-33.0% |
| Participant deferral / active EE | $2,832 | $3,448-17.9% | $3,550-20.2% | $3,061-7.5% |
| Admin fee / account holder | $6 | $91-93.4% | $5,586-99.9% | $95-93.6% |