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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $11,804 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $265 |
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 | $92,810 | $64,954+42.9% | $115,752-19.8% | $62,292+49.0% |
| Participation rate | 100.0% | 73.0%+27.0pp | 77.8%+22.2pp | 69.5%+30.5pp |
| Annual return | 15.73% | 24.87%-9.1pp | 19.41%-3.7pp | 28.90%-13.2pp |
| Employer contribution / active EE | $6,773 | $2,344+189.0% | $3,492+94.0% | $2,042+231.7% |
| Participant deferral / active EE | $3,617 | $3,665-1.3% | $5,204-30.5% | $3,169+14.1% |
| Admin fee / account holder | $93 | $414-77.6% | $6,278-98.5% | $479-80.6% |