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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $86,136 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $49,517 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,510 | $60,607+252.3% | $189,557+12.6% | $86,799+146.0% |
| Participation rate | 76.3% | 68.9%+7.4pp | 78.4%-2.2pp | 72.3%+4.0pp |
| Annual return | 13.33% | 65.18%-51.8pp | 64.17%-50.8pp | 97.91%-84.6pp |
| Employer contribution / active EE | $5,942 | $1,626+265.5% | $4,412+34.7% | $2,405+147.0% |
| Participant deferral / active EE | $9,103 | $3,895+133.7% | $6,174+47.4% | $4,131+120.4% |
| Admin fee / account holder | $123 | $159-22.4% | $9,807-98.7% | $170-27.3% |