Filed July 21, 2006
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 with Solo.
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $50,087 |
AON CONSULTING2 years Filed as: AON HEWITT Service code 11 · EIN 22-2232264 | Actuarial | $15,973 |
OGLETREE DEAKINS1 year Filed as: OGLETREE, DEAKINS, NASH, SMOAK Service code 20 · EIN 57-1044820 | Legal; Trustee (individual) | $10,651 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen 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 | $0 | $1,723,788-100.0% | $186,737-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 1.9%-1.9pp | 31.3%-31.3pp | 1.9%-1.9pp |
| Annual return | 13.70% | 23.90%-10.2pp | 7.90%+5.8pp | 23.90%-10.2pp |
| Employer contribution / active EE | $24,291 | $16,539+46.9% | $41,695-41.7% | $16,539+46.9% |
| Participant deferral / active EE | $0 | $350-100.0% | $47-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $811-100.0% | $18,975-100.0% |