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.4 years Service code 15 · EIN 94-1347393 | Recordkeeping | $135,974 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $101,922 |
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 | $53,491 | $69,159-22.7% | $125,175-57.3% | $67,579-20.8% |
| Participation rate | 98.6% | 78.2%+20.4pp | 79.8%+18.8pp | 71.3%+27.3pp |
| Annual return | 24.01% | 27.12%-3.1pp | 43.79%-19.8pp | 378.56%-354.5pp |
| Employer contribution / active EE | $1,373 | $2,023-32.2% | $3,865-64.5% | $2,148-36.1% |
| Participant deferral / active EE | $4,775 | $3,700+29.1% | $4,937-3.3% | $3,539+34.9% |
| Admin fee / account holder | $219 | $142+54.8% | $9,702-97.7% | $142+54.2% |