Filed February 12, 1998
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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $49,128 |
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 | $179,391 | $73,884+142.8% | $95,952+87.0% | - |
| Participation rate | 94.4% | 80.0%+14.4pp | 77.1%+17.3pp | - |
| Annual return | 10.80% | 11.13%-0.3pp | 91.61%-80.8pp | - |
| Employer contribution / active EE | $3,960 | $1,782+122.2% | $2,541+55.8% | - |
| Participant deferral / active EE | $6,470 | $3,914+65.3% | $4,167+55.3% | - |
| Admin fee / account holder | $168 | $4,316-96.1% | $6,795-97.5% | - |