Filed August 23, 1999
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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $16,130 |
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 | $53,710 | $36,916+45.5% | $156,549-65.7% | $57,658-6.8% |
| Participation rate | 73.6% | 63.4%+10.2pp | 84.0%-10.4pp | 70.2%+3.4pp |
| Annual return | 5.58% | 12.38%-6.8pp | 32.23%-26.6pp | 5.13%+0.4pp |
| Employer contribution / active EE | $4,362 | $1,571+177.7% | $5,501-20.7% | $1,974+121.0% |
| Participant deferral / active EE | $2,350 | $1,926+22.1% | $4,871-51.7% | $3,061-23.2% |
| Admin fee / account holder | $194 | $82+134.9% | $13,027-98.5% | $95+105.0% |