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 year Filed as: WELLS FARGO BNK, N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $226,308 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $148,796 | $110,699+34.4% | $177,821-16.3% | $90,288+64.8% |
| Participation rate | 81.9% | 88.3%-6.5pp | 87.7%-5.9pp | 73.4%+8.5pp |
| Annual return | 13.00% | 22.79%-9.8pp | 48.32%-35.3pp | 53.97%-41.0pp |
| Employer contribution / active EE | $2,317 | $4,118-43.7% | $5,918-60.9% | $2,524-8.2% |
| Participant deferral / active EE | $4,456 | $6,731-33.8% | $7,714-42.2% | $4,232+5.3% |
| Admin fee / account holder | $69 | $90-22.8% | $12,427-99.4% | $114-39.1% |