Filed January 11, 1994
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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $240,478 |
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 | $76,500 | $67,228+13.8% | $117,854-35.1% | $77,958-1.9% |
| Participation rate | 93.0% | 79.4%+13.6pp | 79.7%+13.4pp | 71.6%+21.4pp |
| Annual return | 18.54% | 19.13%-0.6pp | 335.08%-316.5pp | 20.87%-2.3pp |
| Employer contribution / active EE | $3,351 | $2,211+51.6% | $3,786-11.5% | $2,310+45.0% |
| Participant deferral / active EE | $4,320 | $3,653+18.3% | $4,482-3.6% | $3,537+22.1% |
| Admin fee / account holder | $86 | $76+13.7% | $8,020-98.9% | $97-11.4% |