Filed August 28, 1
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 | $1,694 |
Annual investment return 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 | $35,553 | $71,957-50.6% | $67,652-47.4% | $59,188-39.9% |
| Participation rate | 82.3% | 82.7%-0.4pp | 75.7%+6.6pp | 69.4%+12.9pp |
| Annual return | -2.74% | 8.53%-11.3pp | 6625.04%-6627.8pp | 5.51%-8.3pp |
| Employer contribution / active EE | $3,931 | $2,432+61.7% | $2,266+73.5% | $2,098+87.4% |
| Participant deferral / active EE | $0 | $4,211-100.0% | $3,560-100.0% | $3,265-100.0% |
| Admin fee / account holder | $33 | $64-48.5% | $4,821-99.3% | $92-64.2% |