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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $101,679 |
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 | $156,672 | $48,471+223.2% | $182,532-14.2% | $67,579+131.8% |
| Participation rate | 78.7% | 67.2%+11.5pp | 78.0%+0.7pp | 71.3%+7.4pp |
| Annual return | 8.62% | 31.08%-22.5pp | 148.54%-139.9pp | 378.56%-369.9pp |
| Employer contribution / active EE | $5,546 | $1,461+279.7% | $4,076+36.1% | $2,148+158.2% |
| Participant deferral / active EE | $8,372 | $3,324+151.9% | $5,524+51.6% | $3,539+136.6% |
| Admin fee / account holder | $82 | $151-45.5% | $8,592-99.0% | $142-42.1% |