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.5+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $18,240 |
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 | $225,178 | $174,559+29.0% | $105,387+113.7% | $67,579+233.2% |
| Participation rate | 98.2% | 88.2%+10.0pp | 82.6%+15.7pp | 71.3%+26.9pp |
| Annual return | 21.33% | 23.63%-2.3pp | 26.82%-5.5pp | 378.56%-357.2pp |
| Employer contribution / active EE | $4,169 | $4,874-14.5% | $4,213-1.0% | $2,148+94.1% |
| Participant deferral / active EE | $9,141 | $7,563+20.9% | $5,502+66.1% | $3,539+158.3% |
| Admin fee / account holder | $40 | $270-85.2% | $6,559-99.4% | $142-71.9% |