Filed January 24, 2007
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.1+ years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 53 · EIN 54-0910269 | Insurance Commissions | $34,255 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $8,986 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $30,446 | $72,770-58.2% | $67,652-55.0% | $55,191-44.8% |
| Participation rate | 97.0% | 78.8%+18.3pp | 75.7%+21.4pp | 69.2%+27.9pp |
| Annual return | 1.36% | -3.26%+4.6pp | 6625.04%-6623.7pp | 10.78%-9.4pp |
| Employer contribution / active EE | $863 | $1,769-51.2% | $2,266-61.9% | $1,899-54.6% |
| Participant deferral / active EE | $2,056 | $3,408-39.7% | $3,560-42.2% | $3,046-32.5% |
| Admin fee / account holder | $14 | $79-82.5% | $4,821-99.7% | $91-84.8% |