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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $30,923 |
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 | $54,703 | $43,466+25.9% | $90,951-39.9% | $90,288-39.4% |
| Participation rate | 98.6% | 62.5%+36.2pp | 69.0%+29.6pp | 73.4%+25.3pp |
| Annual return | 15.32% | 25.26%-9.9pp | 134.60%-119.3pp | 53.97%-38.7pp |
| Employer contribution / active EE | $1,758 | $840+109.2% | $2,122-17.2% | $2,524-30.4% |
| Participant deferral / active EE | $3,561 | $2,138+66.6% | $3,373+5.6% | $4,232-15.9% |
| Admin fee / account holder | $17 | $92-81.3% | $5,959-99.7% | $114-85.0% |