Filed December 3, 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 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 | $6,490 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $85,581 | $39,859+114.7% | $78,689+8.8% | $57,658+48.4% |
| Participation rate | 90.8% | 66.1%+24.7pp | 73.6%+17.2pp | 70.2%+20.6pp |
| Annual return | 0.48% | 18.96%-18.5pp | 62.18%-61.7pp | 5.13%-4.7pp |
| Employer contribution / active EE | $8,229 | $1,786+360.8% | $2,851+188.7% | $1,974+316.9% |
| Participant deferral / active EE | $0 | $2,248-100.0% | $3,517-100.0% | $3,061-100.0% |
| Admin fee / account holder | $206 | $76+170.7% | $4,510-95.4% | $95+118.1% |