Filed January 20, 1993
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 | $8,575 |
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 | $36,335 | $54,368-33.2% | $117,039-69.0% | $62,292-41.7% |
| Participation rate | 75.5% | 64.9%+10.5pp | 77.2%-1.7pp | 69.5%+5.9pp |
| Annual return | 14.86% | 21.77%-6.9pp | 18.95%-4.1pp | 28.90%-14.0pp |
| Employer contribution / active EE | $686 | $1,692-59.4% | $3,785-81.9% | $2,042-66.4% |
| Participant deferral / active EE | $1,743 | $2,269-23.2% | $3,929-55.6% | $3,169-45.0% |
| Admin fee / account holder | $194 | $493-60.7% | $5,974-96.8% | $479-59.5% |