Filed January 6, 2006 (most recent of 2 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 | $223,060 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $225,966 | $107,378+110.4% | $108,579+108.1% | $57,658+291.9% |
| Participation rate | 96.4% | 77.1%+19.3pp | 79.6%+16.9pp | 70.2%+26.2pp |
| Annual return | 6.20% | 12.80%-6.6pp | -51.70%+57.9pp | 5.13%+1.1pp |
| Employer contribution / active EE | $10,465 | $1,782+487.4% | $3,758+178.5% | $1,974+430.2% |
| Participant deferral / active EE | $6,205 | $3,221+92.7% | $4,311+43.9% | $3,061+102.7% |
| Admin fee / account holder | $331 | $108+204.8% | $7,645-95.7% | $95+249.8% |