Filed October 18, 2004 (most recent of 4 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+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $103,210 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,600 | $37,039-63.3% | $147,614-90.8% | $59,188-77.0% |
| Participation rate | 92.6% | 63.8%+28.9pp | 84.6%+8.0pp | 69.4%+23.2pp |
| Annual return | 1.96% | 7.19%-5.2pp | 61.98%-60.0pp | 5.51%-3.5pp |
| Employer contribution / active EE | $1,579 | $1,353+16.7% | $5,564-71.6% | $2,098-24.7% |
| Participant deferral / active EE | $2,389 | $2,094+14.1% | $4,895-51.2% | $3,265-26.8% |
| Admin fee / account holder | $54 | $60-10.2% | $11,611-99.5% | $92-41.3% |