Filed April 21, 2004
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 | $182,899 |
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 | $70,570 | $47,456+48.7% | $172,739-59.1% | $77,787-9.3% |
| Participation rate | 97.7% | 66.3%+31.5pp | 82.6%+15.1pp | 73.2%+24.5pp |
| Annual return | 23.61% | 35.57%-12.0pp | 802.84%-779.2pp | 32.57%-9.0pp |
| Employer contribution / active EE | $2,109 | $1,574+34.0% | $5,143-59.0% | $2,504-15.8% |
| Participant deferral / active EE | $6,171 | $2,560+141.1% | $5,198+18.7% | $3,967+55.5% |
| Admin fee / account holder | $93 | $81+15.0% | $13,954-99.3% | $100-7.1% |