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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $59,456 |
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 | $58,170 | $69,305-16.1% | $82,313-29.3% | $69,631-16.5% |
| Participation rate | 93.4% | 80.3%+13.1pp | 76.9%+16.5pp | 70.7%+22.7pp |
| Annual return | 12.73% | 21.47%-8.7pp | 25.88%-13.1pp | 27571.02%-27558.3pp |
| Employer contribution / active EE | $1,427 | $1,887-24.4% | $2,428-41.2% | $2,032-29.8% |
| Participant deferral / active EE | $2,964 | $3,568-16.9% | $3,706-20.0% | $3,224-8.1% |
| Admin fee / account holder | $6 | $97-93.7% | $5,608-99.9% | $110-94.4% |