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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $51,484 |
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 | $11,073 | $40,174-72.4% | $84,015-86.8% | $67,579-83.6% |
| Participation rate | 96.1% | 62.7%+33.4pp | 69.0%+27.1pp | 71.3%+24.8pp |
| Annual return | 24.92% | 25.82%-0.9pp | 71.31%-46.4pp | 378.56%-353.6pp |
| Employer contribution / active EE | $1,785 | $808+121.1% | $1,983-10.0% | $2,148-16.9% |
| Participant deferral / active EE | $2,283 | $2,301-0.8% | $3,239-29.5% | $3,539-35.5% |
| Admin fee / account holder | $52 | $128-59.3% | $6,101-99.1% | $142-63.3% |