Filed July 19, 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. $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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $33,124 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $20,859 |
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 | $17,808 | $37,196-52.1% | $154,107-88.4% | $55,725-68.0% |
| Participation rate | 98.8% | 64.1%+34.8pp | 83.0%+15.8pp | 70.9%+28.0pp |
| Annual return | -4.09% | 1319.68%-1323.8pp | 735.12%-739.2pp | 244.93%-249.0pp |
| Employer contribution / active EE | $810 | $1,614-49.8% | $5,298-84.7% | $2,078-61.0% |
| Participant deferral / active EE | $2,066 | $2,068-0.1% | $5,081-59.3% | $3,356-38.4% |
| Admin fee / account holder | $161 | $102+58.1% | $13,411-98.8% | $115+39.5% |