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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $54,394 |
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 | $56,040 | $46,173+21.4% | $170,442-67.1% | $69,631-19.5% |
| Participation rate | 81.6% | 63.9%+17.7pp | 83.6%-2.0pp | 70.7%+10.9pp |
| Annual return | 15.98% | 21.62%-5.6pp | 205.93%-190.0pp | 27571.02%-27555.0pp |
| Employer contribution / active EE | $4,998 | $1,610+210.5% | $5,433-8.0% | $2,032+146.0% |
| Participant deferral / active EE | $2,688 | $2,080+29.2% | $4,939-45.6% | $3,224-16.6% |
| Admin fee / account holder | $154 | $116+32.7% | $13,880-98.9% | $110+39.3% |