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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $27,808 |
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 | $37,559 | $38,833-3.3% | $78,778-52.3% | $77,958-51.8% |
| Participation rate | 98.7% | 60.9%+37.8pp | 69.2%+29.5pp | 71.6%+27.0pp |
| Annual return | 18.71% | 20.31%-1.6pp | 35.62%-16.9pp | 20.87%-2.2pp |
| Employer contribution / active EE | $3,200 | $840+281.2% | $1,986+61.2% | $2,310+38.5% |
| Participant deferral / active EE | $3,085 | $1,776+73.7% | $2,958+4.3% | $3,537-12.8% |
| Admin fee / account holder | $18 | $89-80.2% | $5,134-99.7% | $97-81.9% |