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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $323,299 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $256,360 | $71,666+257.7% | $117,854+117.5% | $69,631+268.2% |
| Participation rate | 95.6% | 77.5%+18.0pp | 79.7%+15.9pp | 70.7%+24.9pp |
| Annual return | 14.87% | 18.86%-4.0pp | 335.08%-320.2pp | 27571.02%-27556.2pp |
| Employer contribution / active EE | $10,516 | $1,889+456.7% | $3,786+177.8% | $2,032+417.5% |
| Participant deferral / active EE | $6,229 | $3,340+86.5% | $4,482+39.0% | $3,224+93.2% |
| Admin fee / account holder | $477 | $120+296.0% | $8,020-94.1% | $110+331.5% |