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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $41,554 |
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 | $8,239 | $35,485-76.8% | $74,550-88.9% | $55,725-85.2% |
| Participation rate | 96.2% | 62.5%+33.7pp | 69.1%+27.0pp | 70.9%+25.3pp |
| Annual return | -5.13% | 0.72%-5.8pp | 32.53%-37.7pp | 244.93%-250.1pp |
| Employer contribution / active EE | $1,597 | $777+105.4% | $1,961-18.6% | $2,078-23.2% |
| Participant deferral / active EE | $2,073 | $2,181-5.0% | $3,108-33.3% | $3,356-38.2% |
| Admin fee / account holder | $57 | $114-50.6% | $5,060-98.9% | $115-50.9% |