Filed January 19, 1998
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 year Filed as: WELLS FARGO ADVISORS FINANCIAL Service code 26 · EIN 36-4019175 | Advisory (Participants) | $45,297 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $7,120 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,922 | $50,956-13.8% | $96,562-54.5% | $86,799-49.4% |
| Participation rate | 93.9% | 65.2%+28.7pp | 69.8%+24.1pp | 72.3%+21.7pp |
| Annual return | 11.96% | 21.27%-9.3pp | 37.78%-25.8pp | 97.91%-85.9pp |
| Employer contribution / active EE | $1,119 | $1,111+0.7% | $2,356-52.5% | $2,405-53.5% |
| Participant deferral / active EE | $3,358 | $2,954+13.7% | $3,849-12.7% | $4,131-18.7% |
| Admin fee / account holder | $200 | $166+20.4% | $6,181-96.8% | $170+17.9% |