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.1 year Filed as: WELLS FARGO ADVISORS Service code 26 · EIN 34-1542819 | Advisory (Participants) | $120,000 |
WELLS FARGO BANK, N.A.5 years Service code 15 · EIN 94-1347393 | Recordkeeping | $116,641 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $39,899 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $65,617 | $78,419-16.3% | $133,956-51.0% | $73,409-10.6% |
| Participation rate | 98.3% | 78.6%+19.7pp | 79.8%+18.5pp | 72.2%+26.2pp |
| Annual return | 16.20% | 33.35%-17.2pp | 45.09%-28.9pp | 59.29%-43.1pp |
| Employer contribution / active EE | $1,507 | $2,044-26.3% | $3,919-61.6% | $2,234-32.5% |
| Participant deferral / active EE | $5,205 | $3,925+32.6% | $5,048+3.1% | $3,805+36.8% |
| Admin fee / account holder | $259 | $161+60.8% | $8,927-97.1% | $158+64.3% |