Filed March 25, 2004
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 | $12,695 |
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 | $62,097 | $60,349+2.9% | $74,183-16.3% | $62,891-1.3% |
| Participation rate | 96.6% | 72.7%+23.9pp | 76.6%+20.0pp | 69.3%+27.3pp |
| Annual return | 5.30% | 21.37%-16.1pp | 17.74%-12.4pp | 20.14%-14.8pp |
| Employer contribution / active EE | $1,692 | $1,680+0.7% | $2,370-28.6% | $2,281-25.8% |
| Participant deferral / active EE | $3,101 | $2,856+8.6% | $3,550-12.6% | $3,203-3.2% |
| Admin fee / account holder | $264 | $4,261-93.8% | $5,586-95.3% | $4,296-93.8% |