Filed October 18, 2004
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 | $12,177 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 33 · EIN 34-1542819 | Securities brokerage; Securities brok... | $199 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $356,125 | $55,453+542.2% | $170,442+108.9% | $62,292+471.7% |
| Participation rate | 98.0% | 66.4%+31.7pp | 83.6%+14.4pp | 69.5%+28.5pp |
| Annual return | 19.15% | 21.38%-2.2pp | 205.93%-186.8pp | 28.90%-9.8pp |
| Employer contribution / active EE | $16,140 | $2,164+646.0% | $5,433+197.1% | $2,042+690.3% |
| Participant deferral / active EE | $10,429 | $2,303+352.9% | $4,939+111.1% | $3,169+229.1% |
| Admin fee / account holder | $84 | $455-81.6% | $13,880-99.4% | $479-82.5% |