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.8+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $17,838 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,517 | $130,655+70.3% | $93,789+137.3% | $64,808+243.3% |
| Participation rate | 99.0% | 84.9%+14.1pp | 81.0%+18.1pp | 71.5%+27.5pp |
| Annual return | -13.52% | -14.04%+0.5pp | -11.33%-2.2pp | 32.82%-46.3pp |
| Employer contribution / active EE | $4,796 | $5,594-14.3% | $4,323+10.9% | $2,506+91.4% |
| Participant deferral / active EE | $10,705 | $8,067+32.7% | $6,094+75.6% | $4,310+148.4% |
| Admin fee / account holder | $36 | $140-74.4% | $7,195-99.5% | $188-80.8% |