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.4+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $16,568 |
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 | $229,005 | $120,075+90.7% | $90,782+152.3% | $55,725+311.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 82.7%+17.3pp | 70.9%+29.1pp |
| Annual return | -4.19% | -3.47%-0.7pp | -3.42%-0.8pp | 244.93%-249.1pp |
| Employer contribution / active EE | $5,010 | $4,693+6.8% | $4,105+22.0% | $2,078+141.1% |
| Participant deferral / active EE | $10,824 | $6,826+58.6% | $5,366+101.7% | $3,356+222.6% |
| Admin fee / account holder | $49 | $111-56.2% | $5,908-99.2% | $115-57.6% |