Filed August 22, 1996
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+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $58,159 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $14,546 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $0 |
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 | $52,856 | $48,277+9.5% | $63,517-16.8% | $55,191-4.2% |
| Participation rate | 81.7% | 69.4%+12.3pp | 71.0%+10.7pp | 69.2%+12.5pp |
| Annual return | 1.26% | 2.37%-1.1pp | -70.30%+71.6pp | 10.78%-9.5pp |
| Employer contribution / active EE | $958 | $1,592-39.8% | $2,322-58.7% | $1,899-49.5% |
| Participant deferral / active EE | $3,241 | $2,432+33.3% | $2,953+9.7% | $3,046+6.4% |
| Admin fee / account holder | $121 | $86+40.6% | $5,892-97.9% | $91+33.2% |