Filed January 4, 2001
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.5+ years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 | Other Commissions | $127,585 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Service code 60 | Sub-TA Fees | $0 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES Service code 27 · EIN 23-2384840 | Advisory (Plan) | $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 | $209,372 | $56,152+272.9% | $185,823+12.7% | $73,409+185.2% |
| Participation rate | 98.9% | 67.6%+31.3pp | 78.0%+20.8pp | 72.2%+26.7pp |
| Annual return | 21.59% | 17.59%+4.0pp | 35.95%-14.4pp | 59.29%-37.7pp |
| Employer contribution / active EE | $13,905 | $1,532+807.8% | $4,087+240.2% | $2,234+522.5% |
| Participant deferral / active EE | $13,949 | $3,659+281.2% | $5,632+147.7% | $3,805+266.6% |
| Admin fee / account holder | $8 | $132-93.9% | $9,500-99.9% | $158-94.9% |