Filed October 18, 2004
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 | $265,823 |
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 | $54,319 | $44,989+20.7% | $170,442-68.1% | $77,958-30.3% |
| Participation rate | 94.6% | 64.6%+30.0pp | 83.6%+11.0pp | 71.6%+23.0pp |
| Annual return | 15.99% | 19.61%-3.6pp | 205.93%-189.9pp | 20.87%-4.9pp |
| Employer contribution / active EE | $2,859 | $1,466+95.0% | $5,433-47.4% | $2,310+23.7% |
| Participant deferral / active EE | $4,256 | $2,208+92.8% | $4,939-13.8% | $3,537+20.4% |
| Admin fee / account holder | $91 | $69+31.7% | $13,880-99.3% | $97-6.7% |