Filed November 18, 1992
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 4-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.1 year Filed as: WELLS FARGO Service code 15 1525 WEST W.T. HARRIS BLVD. · CHARLOTTE, NC 28262 | Recordkeeping | $1,835 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $989 | $55,790-98.2% | $76,817-98.7% | $67,579-98.5% |
| Participation rate | 88.6% | 71.1%+17.5pp | 72.1%+16.5pp | 71.3%+17.3pp |
| Annual return | 188.23% | 64.45%+123.8pp | 1166.11%-977.9pp | 378.56%-190.3pp |
| Employer contribution / active EE | $725 | $1,810-59.9% | $2,302-68.5% | $2,148-66.2% |
| Participant deferral / active EE | $66 | $2,875-97.7% | $3,336-98.0% | $3,539-98.1% |
| Admin fee / account holder | $6 | $159-96.5% | $6,420-99.9% | $142-96.0% |