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.2 years Filed as: WELLS FARGO ADVISORS FINANCIAL Service code 26 · EIN 36-4019175 | Advisory (Participants) | $40,563 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $4,935 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,654 | $42,353-20.5% | $79,550-57.7% | $64,808-48.1% |
| Participation rate | 93.2% | 64.8%+28.4pp | 69.5%+23.7pp | 71.5%+21.7pp |
| Annual return | -16.43% | -12.24%-4.2pp | 0.16%-16.6pp | 32.82%-49.2pp |
| Employer contribution / active EE | $993 | $1,181-15.9% | $2,413-58.8% | $2,506-60.4% |
| Participant deferral / active EE | $3,418 | $3,170+7.8% | $3,985-14.2% | $4,310-20.7% |
| Admin fee / account holder | $153 | $160-4.3% | $6,832-97.8% | $188-18.7% |