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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $104,471 |
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 | $187,027 | $56,152+233.1% | $185,823+0.6% | $73,409+154.8% |
| Participation rate | 77.4% | 67.6%+9.8pp | 78.0%-0.7pp | 72.2%+5.2pp |
| Annual return | 13.68% | 17.59%-3.9pp | 35.95%-22.3pp | 59.29%-45.6pp |
| Employer contribution / active EE | $6,336 | $1,532+313.6% | $4,087+55.0% | $2,234+183.7% |
| Participant deferral / active EE | $9,552 | $3,659+161.0% | $5,632+69.6% | $3,805+151.0% |
| Admin fee / account holder | $89 | $132-32.6% | $9,500-99.1% | $158-43.6% |