Filed July 14, 1993
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $31,289 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS FIN NETWORK Service code 27 · EIN 48-1305000 | Advisory (Plan) | $19,317 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,909 | $72,607+5.9% | $90,749-15.3% | $66,914+14.9% |
| Participation rate | 63.9% | 73.7%-9.8pp | 75.7%-11.8pp | 69.8%-5.9pp |
| Annual return | -14.58% | -12.28%-2.3pp | -12.16%-2.4pp | 1.58%-16.2pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $2,921-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $3,038 | $3,977-23.6% | $4,564-33.4% | $4,237-28.3% |
| Admin fee / account holder | $409 | $707-42.2% | $8,445-95.2% | $593-31.1% |