Filed August 1, 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 9-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 Service code 15 · EIN 94-1347393 | Recordkeeping | $5,693 |
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 | $48,877 | $53,127-8.0% | $86,590-43.6% | $70,131-30.3% |
| Participation rate | 82.9% | 65.3%+17.6pp | 73.5%+9.4pp | 69.5%+13.4pp |
| Annual return | 19.23% | 27.66%-8.4pp | 964.84%-945.6pp | 73.14%-53.9pp |
| Employer contribution / active EE | $1,474 | $2,068-28.7% | $2,839-48.1% | $2,342-37.1% |
| Participant deferral / active EE | $1,188 | $2,696-55.9% | $3,609-67.1% | $3,332-64.3% |
| Admin fee / account holder | $135 | $3,585-96.2% | $4,906-97.3% | $4,645-97.1% |