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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $133,985 |
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 | $20,921 | $44,989-53.5% | $170,442-87.7% | $77,958-73.2% |
| Participation rate | 92.5% | 64.6%+27.9pp | 83.6%+8.9pp | 71.6%+20.9pp |
| Annual return | 20.94% | 19.61%+1.3pp | 205.93%-185.0pp | 20.87%+0.1pp |
| Employer contribution / active EE | $1,857 | $1,466+26.6% | $5,433-65.8% | $2,310-19.6% |
| Participant deferral / active EE | $3,018 | $2,208+36.7% | $4,939-38.9% | $3,537-14.7% |
| Admin fee / account holder | $53 | $69-23.5% | $13,880-99.6% | $97-45.9% |