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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $19,983 |
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 | $43,251 | $37,196+16.3% | $154,107-71.9% | $55,725-22.4% |
| Participation rate | 84.8% | 64.1%+20.7pp | 83.0%+1.8pp | 70.9%+14.0pp |
| Annual return | -5.13% | 1319.68%-1324.8pp | 735.12%-740.2pp | 244.93%-250.1pp |
| Employer contribution / active EE | $1,792 | $1,614+11.0% | $5,298-66.2% | $2,078-13.8% |
| Participant deferral / active EE | $2,733 | $2,068+32.1% | $5,081-46.2% | $3,356-18.5% |
| Admin fee / account holder | $67 | $102-33.8% | $13,411-99.5% | $115-41.6% |