Filed March 7, 1996
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 Filed as: WELLS FARGO BANK, N.A Service code 15 · EIN 94-1347393 | Recordkeeping | $24,553 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $90,054 | $63,114+42.7% | $92,893-3.1% | $65,185+38.2% |
| Participation rate | 62.5% | 68.8%-6.3pp | 76.0%-13.5pp | 70.2%-7.7pp |
| Annual return | 21.19% | 28.75%-7.6pp | 109.41%-88.2pp | 29.38%-8.2pp |
| Employer contribution / active EE | $2,608 | $2,571+1.5% | $3,653-28.6% | $2,177+19.8% |
| Participant deferral / active EE | $5,231 | $3,108+68.3% | $4,236+23.5% | $3,514+48.9% |
| Admin fee / account holder | $156 | $624-74.9% | $5,794-97.3% | $847-81.5% |