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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $142,973 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $123,876 | $81,537+51.9% | $149,718-17.3% | $69,631+77.9% |
| Participation rate | 72.9% | 86.1%-13.2pp | 87.1%-14.1pp | 70.7%+2.3pp |
| Annual return | 17.90% | 22.79%-4.9pp | 1501.63%-1483.7pp | 27571.02%-27553.1pp |
| Employer contribution / active EE | $5,531 | $3,239+70.8% | $5,445+1.6% | $2,032+172.2% |
| Participant deferral / active EE | $3,946 | $4,994-21.0% | $6,569-39.9% | $3,224+22.4% |
| Admin fee / account holder | $384 | $107+259.6% | $11,283-96.6% | $110+248.0% |