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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $38,120 |
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 | $44,452 | $40,113+10.8% | $84,015-47.1% | $77,787-42.9% |
| Participation rate | 99.1% | 62.8%+36.4pp | 69.0%+30.1pp | 73.2%+25.9pp |
| Annual return | 22.51% | 23.27%-0.8pp | 71.31%-48.8pp | 32.57%-10.1pp |
| Employer contribution / active EE | $3,480 | $847+310.8% | $1,983+75.5% | $2,504+39.0% |
| Participant deferral / active EE | $3,747 | $2,030+84.6% | $3,239+15.7% | $3,967-5.5% |
| Admin fee / account holder | $20 | $92-78.3% | $6,101-99.7% | $100-80.1% |