Filed April 16, 2003 (most recent of 8 filings on file)
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.1+ years Filed as: WELLS FARGO BANK NA Service code 15 · EIN 94-1347393 | Recordkeeping | $276,519 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,490 | $99,628+11.9% | $105,218+6.0% | $59,188+88.4% |
| Participation rate | 91.0% | 80.5%+10.5pp | 77.2%+13.8pp | 69.4%+21.6pp |
| Annual return | 0.49% | 3.21%-2.7pp | 5.33%-4.8pp | 5.51%-5.0pp |
| Employer contribution / active EE | $4,239 | $2,454+72.8% | $3,255+30.2% | $2,098+102.1% |
| Participant deferral / active EE | $5,799 | $4,189+38.4% | $4,867+19.2% | $3,265+77.6% |
| Admin fee / account holder | $136 | $62+118.3% | $6,992-98.1% | $92+47.9% |