Filed January 29, 2020
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.1 year Filed as: WELLS FARGO BANK Service code 18 · EIN 94-1347393 | Custodial (other than securities) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,877 | $53,925-37.2% | $75,670-55.2% | $69,631-51.3% |
| Participation rate | 75.7% | 71.2%+4.5pp | 72.3%+3.3pp | 70.7%+5.0pp |
| Annual return | 12.86% | 17.84%-5.0pp | 27.34%-14.5pp | 27571.02%-27558.2pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,352-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,410 | $2,569-45.1% | $3,142-55.1% | $3,224-56.3% |
| Admin fee / account holder | $18 | $97-81.5% | $5,800-99.7% | $110-83.7% |