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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $86,069 |
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 | $84,254 | $71,802+17.3% | $133,980-37.1% | $57,658+46.1% |
| Participation rate | 98.7% | 85.5%+13.2pp | 87.1%+11.6pp | 70.2%+28.5pp |
| Annual return | 7.65% | 13.51%-5.9pp | 29.30%-21.6pp | 5.13%+2.5pp |
| Employer contribution / active EE | $5,279 | $3,161+67.0% | $5,211+1.3% | $1,974+167.5% |
| Participant deferral / active EE | $3,491 | $4,606-24.2% | $6,282-44.4% | $3,061+14.1% |
| Admin fee / account holder | $193 | $88+119.6% | $9,324-97.9% | $95+103.7% |