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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $11,229 |
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 | $73,658 | $55,790+32.0% | $76,817-4.1% | $67,579+9.0% |
| Participation rate | 31.8% | 71.1%-39.3pp | 72.1%-40.3pp | 71.3%-39.5pp |
| Annual return | 22.06% | 64.45%-42.4pp | 1166.11%-1144.0pp | 378.56%-356.5pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,302-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $955 | $2,875-66.8% | $3,336-71.4% | $3,539-73.0% |
| Admin fee / account holder | $146 | $159-8.0% | $6,420-97.7% | $142+2.9% |