Filed November 11, 2004 (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 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 | $138,850 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $99,822 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,061 | $62,267-30.8% | $110,238-60.9% | $55,725-22.7% |
| Participation rate | 98.6% | 78.1%+20.5pp | 79.8%+18.8pp | 70.9%+27.8pp |
| Annual return | -6.20% | -1.07%-5.1pp | 314.74%-320.9pp | 244.93%-251.1pp |
| Employer contribution / active EE | $1,279 | $1,941-34.1% | $3,826-66.6% | $2,078-38.5% |
| Participant deferral / active EE | $4,084 | $3,516+16.2% | $4,672-12.6% | $3,356+21.7% |
| Admin fee / account holder | $230 | $121+90.5% | $8,547-97.3% | $115+100.0% |