Filed February 2, 2005
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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $201,430 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 33 · EIN 34-1542819 | Securities brokerage; Securities brok... | $7,835 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,543 | $80,354+48.8% | $133,980-10.8% | $63,975+86.9% |
| Participation rate | 97.4% | 87.5%+9.9pp | 87.1%+10.4pp | 71.1%+26.3pp |
| Annual return | 14.53% | 13.11%+1.4pp | 29.30%-14.8pp | 48.65%-34.1pp |
| Employer contribution / active EE | $4,903 | $3,503+39.9% | $5,211-5.9% | $2,182+124.7% |
| Participant deferral / active EE | $12,320 | $5,239+135.2% | $6,282+96.1% | $3,356+267.1% |
| Admin fee / account holder | $109 | $69+56.9% | $9,324-98.8% | $70+54.4% |