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.6+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $19,475 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,823 | $160,088+46.1% | $112,977+107.0% | $73,409+218.5% |
| Participation rate | 100.0% | 90.7%+9.3pp | 82.6%+17.4pp | 72.2%+27.8pp |
| Annual return | 11.68% | 17.93%-6.2pp | 24.24%-12.6pp | 59.29%-47.6pp |
| Employer contribution / active EE | $4,491 | $5,200-13.6% | $4,255+5.6% | $2,234+101.1% |
| Participant deferral / active EE | $9,885 | $8,024+23.2% | $5,836+69.4% | $3,805+159.8% |
| Admin fee / account holder | $42 | $133-68.6% | $6,294-99.3% | $158-73.6% |