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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $31,252 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $106,660 | $50,385+111.7% | $75,670+41.0% | $62,292+71.2% |
| Participation rate | 80.8% | 67.7%+13.1pp | 72.3%+8.4pp | 69.5%+11.3pp |
| Annual return | 9.04% | 19.90%-10.9pp | 27.34%-18.3pp | 28.90%-19.9pp |
| Employer contribution / active EE | $1,250 | $1,537-18.7% | $2,352-46.8% | $2,042-38.8% |
| Participant deferral / active EE | $2,143 | $2,445-12.4% | $3,142-31.8% | $3,169-32.4% |
| Admin fee / account holder | $336 | $384-12.7% | $5,800-94.2% | $479-30.0% |