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.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $22,614 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $40,935 | $37,039+10.5% | $147,614-72.3% | $59,188-30.8% |
| Participation rate | 7.0% | 63.8%-56.8pp | 84.6%-77.7pp | 69.4%-62.5pp |
| Annual return | 0.74% | 7.19%-6.4pp | 61.98%-61.2pp | 5.51%-4.8pp |
| Employer contribution / active EE | $0 | $1,353-100.0% | $5,564-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $166 | $2,094-92.1% | $4,895-96.6% | $3,265-94.9% |
| Admin fee / account holder | $111 | $60+84.1% | $11,611-99.0% | $92+20.2% |