Filed June 10, 1
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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $24,963 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,409 | $48,064-78.3% | $78,778-86.8% | $69,631-85.1% |
| Participation rate | 93.7% | 61.6%+32.2pp | 69.2%+24.5pp | 70.7%+23.0pp |
| Annual return | 19.63% | 21.81%-2.2pp | 35.62%-16.0pp | 27571.02%-27551.4pp |
| Employer contribution / active EE | $1,305 | $744+75.6% | $1,986-34.3% | $2,032-35.8% |
| Participant deferral / active EE | $1,805 | $2,079-13.2% | $2,958-39.0% | $3,224-44.0% |
| Admin fee / account holder | $66 | $152-56.3% | $5,134-98.7% | $110-39.9% |