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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $9,234 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $57,550 | $48,261+19.2% | $68,793-16.3% | $55,725+3.3% |
| Participation rate | 35.6% | 71.0%-35.4pp | 72.2%-36.6pp | 70.9%-35.2pp |
| Annual return | -3.22% | -2.61%-0.6pp | -4.63%+1.4pp | 244.93%-248.2pp |
| Employer contribution / active EE | $0 | $1,742-100.0% | $2,625-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,025 | $2,712-62.2% | $3,311-69.1% | $3,356-69.5% |
| Admin fee / account holder | $169 | $126+34.3% | $5,131-96.7% | $115+47.1% |