Filed April 25, 2001 (most recent of 2 filings on file)
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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $133,467 |
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 | $82,765 | $79,519+4.1% | $95,952-13.7% | $73,409+12.7% |
| Participation rate | 87.9% | 81.2%+6.7pp | 77.1%+10.8pp | 72.2%+15.7pp |
| Annual return | 13.31% | 19.20%-5.9pp | 91.61%-78.3pp | 59.29%-46.0pp |
| Employer contribution / active EE | $678 | $2,048-66.9% | $2,541-73.3% | $2,234-69.6% |
| Participant deferral / active EE | $4,635 | $4,138+12.0% | $4,167+11.2% | $3,805+21.8% |
| Admin fee / account holder | $111 | $184-39.7% | $6,795-98.4% | $158-29.6% |