Filed November 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.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $2,379 |
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 | $57,746 | $54,320+6.3% | $67,652-14.6% | $52,331+10.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.7%+24.3pp | 68.1%+31.9pp |
| Annual return | 0.85% | 6.81%-6.0pp | 6625.04%-6624.2pp | 4.54%-3.7pp |
| Employer contribution / active EE | $842 | $1,544-45.4% | $2,266-62.8% | $1,882-55.2% |
| Participant deferral / active EE | $4,001 | $2,950+35.6% | $3,560+12.4% | $3,022+32.4% |
| Admin fee / account holder | $190 | $527-63.9% | $4,821-96.1% | $592-67.9% |