Filed August 12, 2002
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 Filed as: WELLS FARGO BANK,N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $177,668 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $53,248 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,075 | $70,106-38.6% | $80,975-46.8% | $63,975-32.7% |
| Participation rate | 92.1% | 79.4%+12.7pp | 75.8%+16.3pp | 71.1%+21.0pp |
| Annual return | 7.84% | 13.93%-6.1pp | 17.10%-9.3pp | 48.65%-40.8pp |
| Employer contribution / active EE | $1,361 | $2,042-33.4% | $3,714-63.4% | $2,182-37.6% |
| Participant deferral / active EE | $4,020 | $5,245-23.3% | $5,696-29.4% | $3,356+19.8% |
| Admin fee / account holder | $147 | $57+158.7% | $5,516-97.3% | $70+109.4% |