Filed October 18, 2004 (most recent of 2 filings on file)
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 | $17,266 |
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 | $34,495 | $37,117-7.1% | $147,614-76.6% | $55,191-37.5% |
| Participation rate | 82.8% | 63.6%+19.1pp | 84.6%-1.9pp | 69.2%+13.6pp |
| Annual return | -1.17% | 3.44%-4.6pp | 61.98%-63.1pp | 10.78%-11.9pp |
| Employer contribution / active EE | $1,471 | $1,620-9.2% | $5,564-73.6% | $1,899-22.5% |
| Participant deferral / active EE | $2,081 | $1,985+4.8% | $4,895-57.5% | $3,046-31.7% |
| Admin fee / account holder | $66 | $86-23.4% | $11,611-99.4% | $91-27.8% |