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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $28,889 |
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 | $37,045 | $33,780+9.7% | $74,550-50.3% | $75,289-50.8% |
| Participation rate | 96.1% | 62.7%+33.4pp | 69.1%+26.9pp | 72.4%+23.6pp |
| Annual return | -5.93% | -1.24%-4.7pp | 32.53%-38.5pp | -0.04%-5.9pp |
| Employer contribution / active EE | $3,425 | $845+305.3% | $1,961+74.7% | $2,405+42.4% |
| Participant deferral / active EE | $3,547 | $1,890+87.7% | $3,108+14.1% | $3,739-5.1% |
| Admin fee / account holder | $17 | $86-80.6% | $5,060-99.7% | $102-83.6% |