Filed October 4, 2000
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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $21,011 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $30,105 | $80,177-62.5% | $123,892-75.7% | $57,658-47.8% |
| Participation rate | 51.7% | 74.4%-22.7pp | 81.4%-29.7pp | 70.2%-18.5pp |
| Annual return | 7.28% | 17.90%-10.6pp | 47.52%-40.2pp | 5.13%+2.1pp |
| Employer contribution / active EE | $352 | $2,913-87.9% | $4,617-92.4% | $1,974-82.1% |
| Participant deferral / active EE | $3,507 | $5,130-31.6% | $5,984-41.4% | $3,061+14.6% |
| Admin fee / account holder | $131 | $106+23.5% | $8,357-98.4% | $95+38.8% |