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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $186,011 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,548 | $89,274+68.6% | $149,718+0.6% | $77,958+93.1% |
| Participation rate | 96.9% | 87.6%+9.3pp | 87.1%+9.8pp | 71.6%+25.3pp |
| Annual return | 20.12% | 20.36%-0.2pp | 1501.63%-1481.5pp | 20.87%-0.7pp |
| Employer contribution / active EE | $5,508 | $3,727+47.8% | $5,445+1.2% | $2,310+138.4% |
| Participant deferral / active EE | $12,835 | $5,382+138.5% | $6,569+95.4% | $3,537+262.9% |
| Admin fee / account holder | $106 | $240-55.7% | $11,283-99.1% | $97+9.1% |