Filed August 24, 1992
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.2+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $13,432 |
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 | $186,526 | $122,709+52.0% | $88,497+110.8% | $57,658+223.5% |
| Participation rate | 99.7% | 89.9%+9.8pp | 82.4%+17.3pp | 70.2%+29.5pp |
| Annual return | 10.92% | 10.63%+0.3pp | 7.63%+3.3pp | 5.13%+5.8pp |
| Employer contribution / active EE | $3,581 | $4,531-21.0% | $4,036-11.3% | $1,974+81.4% |
| Participant deferral / active EE | $7,580 | $6,704+13.1% | $4,899+54.7% | $3,061+147.7% |
| Admin fee / account holder | $37 | $93-59.6% | $6,220-99.4% | $95-60.4% |