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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $2,660 |
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 | $47,233 | $88,730-46.8% | $82,313-42.6% | $77,958-39.4% |
| Participation rate | 81.2% | 84.5%-3.3pp | 76.9%+4.3pp | 71.6%+9.6pp |
| Annual return | 13.68% | 20.88%-7.2pp | 25.88%-12.2pp | 20.87%-7.2pp |
| Employer contribution / active EE | $4,359 | $2,758+58.0% | $2,428+79.5% | $2,310+88.7% |
| Participant deferral / active EE | $0 | $4,634-100.0% | $3,706-100.0% | $3,537-100.0% |
| Admin fee / account holder | $19 | $74-74.8% | $5,608-99.7% | $97-80.8% |