Filed November 5, 1993
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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $18,980 |
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 | $32,328 | $33,232-2.7% | $71,796-55.0% | $63,975-49.5% |
| Participation rate | 89.3% | 60.1%+29.2pp | 69.1%+20.2pp | 71.1%+18.2pp |
| Annual return | 9.20% | 11.99%-2.8pp | 78.04%-68.8pp | 48.65%-39.5pp |
| Employer contribution / active EE | $3,119 | $723+331.5% | $1,924+62.1% | $2,182+43.0% |
| Participant deferral / active EE | $2,473 | $1,604+54.1% | $2,794-11.5% | $3,356-26.3% |
| Admin fee / account holder | $13 | $63-79.2% | $4,815-99.7% | $70-81.3% |