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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $54,744 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $92,263 | $51,620+78.7% | $90,281+2.2% | $65,185+41.5% |
| Participation rate | 88.7% | 68.6%+20.1pp | 73.3%+15.5pp | 70.2%+18.5pp |
| Annual return | 6.85% | 24.94%-18.1pp | 78.10%-71.3pp | 29.38%-22.5pp |
| Employer contribution / active EE | $4,338 | $2,235+94.1% | $2,854+52.0% | $2,177+99.3% |
| Participant deferral / active EE | $0 | $2,871-100.0% | $3,885-100.0% | $3,514-100.0% |
| Admin fee / account holder | $182 | $384-52.6% | $5,351-96.6% | $847-78.5% |