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.1 year Service code 15 · EIN 94-1347393 | Recordkeeping | $25,994 |
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 | $119,785 | $69,362+72.7% | $101,248+18.3% | $73,488+63.0% |
| Participation rate | 61.5% | 68.4%-6.9pp | 75.8%-14.4pp | 70.7%-9.2pp |
| Annual return | 14.57% | 18.46%-3.9pp | 46.47%-31.9pp | 28.51%-13.9pp |
| Employer contribution / active EE | $2,925 | $2,628+11.3% | $3,660-20.1% | $2,270+28.9% |
| Participant deferral / active EE | $5,841 | $3,300+77.0% | $4,370+33.6% | $3,740+56.2% |
| Admin fee / account holder | $181 | $704-74.3% | $5,945-97.0% | $513-64.8% |