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 4-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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $16,821 |
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 | $37,649 | $107,378-64.9% | $108,579-65.3% | $57,658-34.7% |
| Participation rate | 83.3% | 77.1%+6.2pp | 79.6%+3.7pp | 70.2%+13.0pp |
| Annual return | 5.65% | 12.80%-7.1pp | -51.70%+57.3pp | 5.13%+0.5pp |
| Employer contribution / active EE | $3,891 | $1,782+118.4% | $3,758+3.5% | $1,974+97.1% |
| Participant deferral / active EE | $2,056 | $3,221-36.2% | $4,311-52.3% | $3,061-32.8% |
| Admin fee / account holder | $63 | $108-41.7% | $7,645-99.2% | $95-33.1% |