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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $1,850 |
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 | $40,151 | $80,211-49.9% | $74,183-45.9% | $63,975-37.2% |
| Participation rate | 81.4% | 84.2%-2.8pp | 76.6%+4.8pp | 71.1%+10.3pp |
| Annual return | 8.42% | 14.13%-5.7pp | 17.74%-9.3pp | 48.65%-40.2pp |
| Employer contribution / active EE | $4,261 | $2,553+66.9% | $2,370+79.8% | $2,182+95.3% |
| Participant deferral / active EE | $0 | $4,370-100.0% | $3,550-100.0% | $3,356-100.0% |
| Admin fee / account holder | $34 | $67-49.3% | $5,586-99.4% | $70-51.6% |