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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $88,956 |
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 | $34,797 | $155,795-77.7% | $136,294-74.5% | $69,631-50.0% |
| Participation rate | 48.0% | 75.2%-27.2pp | 81.9%-33.9pp | 70.7%-22.7pp |
| Annual return | 17.02% | 232464.33%-232447.3pp | 5155.94%-5138.9pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $355 | $2,991-88.1% | $4,695-92.4% | $2,032-82.5% |
| Participant deferral / active EE | $2,986 | $5,394-44.6% | $6,247-52.2% | $3,224-7.4% |
| Admin fee / account holder | $170 | $128+32.2% | $9,243-98.2% | $110+53.5% |