Filed September 9, 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 | $10,869 |
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 | $77,288 | $56,171+37.6% | $108,745-28.9% | $55,167+40.1% |
| Participation rate | 99.1% | 70.7%+28.4pp | 77.7%+21.4pp | 69.0%+30.1pp |
| Annual return | 7.86% | 214.86%-207.0pp | 46.22%-38.4pp | 169.23%-161.4pp |
| Employer contribution / active EE | $5,750 | $2,153+167.1% | $3,323+73.0% | $1,963+193.0% |
| Participant deferral / active EE | $3,333 | $3,437-3.0% | $5,121-34.9% | $3,054+9.1% |
| Admin fee / account holder | $236 | $302-21.9% | $6,144-96.2% | $504-53.2% |