Filed October 20, 1998
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 | $75,070 |
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 | $79,263 | $68,413+15.9% | $123,104-35.6% | $55,191+43.6% |
| Participation rate | 98.6% | 84.5%+14.0pp | 86.8%+11.8pp | 69.2%+29.4pp |
| Annual return | 0.27% | 6.30%-6.0pp | 13.22%-12.9pp | 10.78%-10.5pp |
| Employer contribution / active EE | $5,326 | $3,050+74.6% | $5,151+3.4% | $1,899+180.5% |
| Participant deferral / active EE | $3,163 | $4,490-29.6% | $6,230-49.2% | $3,046+3.8% |
| Admin fee / account holder | $228 | $88+159.7% | $9,015-97.5% | $91+151.2% |