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.3 years Filed as: WELLS FARGO ADVISORS FINANCIAL Service code 26 · EIN 36-4019175 | Advisory (Participants) | $39,873 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $15,058 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,317 | $53,165-27.9% | $86,188-55.5% | $74,419-48.5% |
| Participation rate | 95.3% | 64.9%+30.4pp | 69.0%+26.3pp | 70.7%+24.5pp |
| Annual return | 14.38% | 22.64%-8.3pp | 1168.45%-1154.1pp | 34.38%-20.0pp |
| Employer contribution / active EE | $915 | $1,210-24.4% | $2,380-61.5% | $2,637-65.3% |
| Participant deferral / active EE | $3,484 | $3,234+7.7% | $3,985-12.6% | $4,528-23.1% |
| Admin fee / account holder | $193 | $551-65.0% | $6,852-97.2% | $348-44.5% |