Filed February 25, 1992
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 8-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 | $18,512 |
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 | $121,764 | $138,427-12.0% | $97,995+24.3% | $69,631+74.9% |
| Participation rate | 99.1% | 90.0%+9.1pp | 82.4%+16.7pp | 70.7%+28.4pp |
| Annual return | 14.66% | 26.21%-11.6pp | 23.94%-9.3pp | 27571.02%-27556.4pp |
| Employer contribution / active EE | $3,736 | $4,858-23.1% | $4,158-10.2% | $2,032+83.8% |
| Participant deferral / active EE | $7,482 | $7,165+4.4% | $5,097+46.8% | $3,224+132.1% |
| Admin fee / account holder | $52 | $101-48.5% | $5,943-99.1% | $110-53.0% |