Filed August 8, 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 |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $199,724 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $141,741 | $43,233+227.9% | $185,117-23.4% | $77,958+81.8% |
| Participation rate | 93.8% | 64.2%+29.5pp | 77.3%+16.5pp | 71.6%+22.1pp |
| Annual return | 14.16% | 20.43%-6.3pp | 40.50%-26.3pp | 20.87%-6.7pp |
| Employer contribution / active EE | $6,251 | $1,312+376.5% | $4,182+49.5% | $2,310+170.5% |
| Participant deferral / active EE | $9,306 | $2,912+219.5% | $5,045+84.5% | $3,537+163.1% |
| Admin fee / account holder | $127 | $95+33.8% | $8,159-98.4% | $97+30.7% |