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.3+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $15,040 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $206,166 | $138,427+48.9% | $97,995+110.4% | $69,631+196.1% |
| Participation rate | 99.2% | 90.0%+9.2pp | 82.4%+16.8pp | 70.7%+28.5pp |
| Annual return | 17.07% | 26.21%-9.1pp | 23.94%-6.9pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $3,800 | $4,858-21.8% | $4,158-8.6% | $2,032+87.0% |
| Participant deferral / active EE | $8,039 | $7,165+12.2% | $5,097+57.7% | $3,224+149.4% |
| Admin fee / account holder | $40 | $101-60.7% | $5,943-99.3% | $110-64.1% |