Filed January 6, 2004 (most recent of 2 filings on file)
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.1 year Filed as: WELLS FARGO BANK, NA Service code 15 · EIN 94-1347393 | Recordkeeping | $63,499 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $325 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $67,577 | $75,183-10.1% | $123,892-45.5% | $55,167+22.5% |
| Participation rate | 75.8% | 72.8%+3.0pp | 81.4%-5.6pp | 69.0%+6.8pp |
| Annual return | 6.49% | 19.01%-12.5pp | 47.52%-41.0pp | 169.23%-162.7pp |
| Employer contribution / active EE | $2,713 | $2,823-3.9% | $4,617-41.2% | $1,963+38.2% |
| Participant deferral / active EE | $5,757 | $5,084+13.2% | $5,984-3.8% | $3,054+88.5% |
| Admin fee / account holder | $189 | $663-71.5% | $8,357-97.7% | $504-62.5% |