Filed December 14, 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.4+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $31,859 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $18,033 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,055 | $86,332-50.1% | $125,175-65.6% | $65,185-33.9% |
| Participation rate | 73.2% | 75.3%-2.1pp | 79.8%-6.6pp | 70.2%+3.0pp |
| Annual return | 3.12% | 27.43%-24.3pp | 43.79%-40.7pp | 29.38%-26.3pp |
| Employer contribution / active EE | $1,872 | $2,040-8.2% | $3,865-51.6% | $2,177-14.0% |
| Participant deferral / active EE | $2,380 | $3,537-32.7% | $4,937-51.8% | $3,514-32.3% |
| Admin fee / account holder | $292 | $609-52.1% | $9,702-97.0% | $847-65.6% |