Filed December 29, 1994
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 Service code 15 · EIN 94-1347393 | Recordkeeping | $30,731 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $146,743 | $46,072+218.5% | $70,014+109.6% | $55,167+166.0% |
| Participation rate | 54.1% | 67.5%-13.4pp | 71.8%-17.7pp | 69.0%-14.9pp |
| Annual return | 5.35% | 8.68%-3.3pp | 12.99%-7.6pp | 169.23%-163.9pp |
| Employer contribution / active EE | $1,043 | $1,500-30.4% | $2,338-55.4% | $1,963-46.8% |
| Participant deferral / active EE | $1,693 | $2,344-27.8% | $2,931-42.2% | $3,054-44.6% |
| Admin fee / account holder | $399 | $428-6.7% | $4,380-90.9% | $504-20.8% |