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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $520,266 |
Service code 10 · EIN 74-1695589 | Accounting | $25,000 |
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 | $94,944 | $85,635+10.9% | $123,892-23.4% | $63,975+48.4% |
| Participation rate | 97.9% | 74.9%+23.0pp | 81.4%+16.5pp | 71.1%+26.8pp |
| Annual return | 4.69% | 15.74%-11.1pp | 47.52%-42.8pp | 48.65%-44.0pp |
| Employer contribution / active EE | $4,782 | $3,076+55.4% | $4,617+3.6% | $2,182+119.2% |
| Participant deferral / active EE | $6,875 | $5,667+21.3% | $5,984+14.9% | $3,356+104.8% |
| Admin fee / account holder | $97 | $75+30.0% | $8,357-98.8% | $70+38.2% |