Filed March 20, 2002 (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 9-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 | $277,382 |
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 | $105,419 | $80,354+31.2% | $133,980-21.3% | $63,975+64.8% |
| Participation rate | 85.7% | 87.5%-1.8pp | 87.1%-1.4pp | 71.1%+14.6pp |
| Annual return | 0.00% | 13.11%-13.1pp | 29.30%-29.3pp | 48.65%-48.7pp |
| Employer contribution / active EE | $2,194 | $3,503-37.4% | $5,211-57.9% | $2,182+0.6% |
| Participant deferral / active EE | $3,971 | $5,239-24.2% | $6,282-36.8% | $3,356+18.3% |
| Admin fee / account holder | $84 | $69+21.7% | $9,324-99.1% | $70+19.8% |