Filed October 18, 2004
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 | $171,984 |
Service code 27 · EIN 20-3247391 | Advisory (Plan) | $50,000 |
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 | $50,813 | $41,617+22.1% | $84,611-39.9% | $77,787-34.7% |
| Participation rate | 98.7% | 45.0%+53.6pp | 68.2%+30.4pp | 73.2%+25.4pp |
| Annual return | 23.16% | 24.97%-1.8pp | 258.74%-235.6pp | 32.57%-9.4pp |
| Employer contribution / active EE | $1,446 | $1,061+36.2% | $2,652-45.5% | $2,504-42.3% |
| Participant deferral / active EE | $4,754 | $2,129+123.3% | $3,899+21.9% | $3,967+19.8% |
| Admin fee / account holder | $143 | $121+18.1% | $4,912-97.1% | $100+42.8% |