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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $187,502 |
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 | $90,017 | $56,095+60.5% | $178,490-49.6% | $90,288-0.3% |
| Participation rate | 97.6% | 65.6%+32.1pp | 81.9%+15.7pp | 73.4%+24.3pp |
| Annual return | 13.54% | 28.81%-15.3pp | 151.07%-137.5pp | 53.97%-40.4pp |
| Employer contribution / active EE | $2,319 | $1,572+47.5% | $5,011-53.7% | $2,524-8.1% |
| Participant deferral / active EE | $6,947 | $2,669+160.3% | $5,202+33.5% | $4,232+64.1% |
| Admin fee / account holder | $113 | $101+11.8% | $13,984-99.2% | $114-1.3% |