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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $149,792 |
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 | $138,394 | $42,810+223.3% | $169,463-18.3% | $55,725+148.4% |
| Participation rate | 92.3% | 64.7%+27.5pp | 77.8%+14.5pp | 70.9%+21.4pp |
| Annual return | -17.42% | -3.61%-13.8pp | 1.83%-19.2pp | 244.93%-262.3pp |
| Employer contribution / active EE | $6,577 | $1,402+369.2% | $4,159+58.1% | $2,078+216.5% |
| Participant deferral / active EE | $10,243 | $3,141+226.1% | $5,277+94.1% | $3,356+205.2% |
| Admin fee / account holder | $112 | $106+5.5% | $9,109-98.8% | $115-2.5% |