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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $178,617 |
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 | $71,711 | $64,311+11.5% | $110,238-34.9% | $75,289-4.8% |
| Participation rate | 92.1% | 79.3%+12.8pp | 79.8%+12.3pp | 72.4%+19.7pp |
| Annual return | -3.08% | -1.74%-1.3pp | 314.74%-317.8pp | -0.04%-3.0pp |
| Employer contribution / active EE | $3,915 | $2,404+62.9% | $3,826+2.3% | $2,405+62.8% |
| Participant deferral / active EE | $4,548 | $3,892+16.9% | $4,672-2.7% | $3,739+21.6% |
| Admin fee / account holder | $64 | $88-27.3% | $8,547-99.3% | $102-37.7% |