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.7+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $19,827 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $266,843 | $172,932+54.3% | $119,258+123.8% | $86,799+207.4% |
| Participation rate | 98.5% | 89.4%+9.1pp | 82.7%+15.8pp | 72.3%+26.2pp |
| Annual return | 18.32% | 20.96%-2.6pp | 30.69%-12.4pp | 97.91%-79.6pp |
| Employer contribution / active EE | $4,615 | $5,487-15.9% | $4,384+5.3% | $2,405+91.9% |
| Participant deferral / active EE | $10,360 | $8,466+22.4% | $6,111+69.5% | $4,131+150.8% |
| Admin fee / account holder | $42 | $150-72.1% | $7,226-99.4% | $170-75.2% |