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.4 years Filed as: WELLS FARGO ADVISORS FINANCIAL Service code 26 · EIN 36-4019175 | Advisory (Participants) | $44,906 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $9,258 |
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 | $43,743 | $54,193-19.3% | $93,606-53.3% | $77,643-43.7% |
| Participation rate | 95.8% | 63.9%+31.8pp | 68.7%+27.1pp | 70.6%+25.2pp |
| Annual return | 13.45% | 30.54%-17.1pp | 133.20%-119.7pp | 31.24%-17.8pp |
| Employer contribution / active EE | $1,074 | $1,168-8.1% | $2,420-55.6% | $2,726-60.6% |
| Participant deferral / active EE | $3,837 | $3,144+22.1% | $4,411-13.0% | $4,647-17.4% |
| Admin fee / account holder | $193 | $576-66.4% | $8,285-97.7% | $430-55.0% |