Filed July 25, 1997 (most recent of 5 filings on file)
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 Service code 15 · EIN 94-1347393 | Recordkeeping | $556,292 |
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 | $90,736 | $86,791+4.5% | $115,037-21.1% | $59,188+53.3% |
| Participation rate | 97.9% | 72.8%+25.0pp | 81.4%+16.5pp | 69.4%+28.4pp |
| Annual return | -13.01% | 4.44%-17.5pp | 26.14%-39.2pp | 5.51%-18.5pp |
| Employer contribution / active EE | $4,899 | $2,950+66.1% | $4,608+6.3% | $2,098+133.5% |
| Participant deferral / active EE | $7,014 | $5,298+32.4% | $6,026+16.4% | $3,265+114.8% |
| Admin fee / account holder | $101 | $95+6.3% | $8,175-98.8% | $92+9.4% |