Filed January 6, 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 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 | $371,891 |
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 | $36,472 | $61,125-40.3% | $108,579-66.4% | $63,975-43.0% |
| Participation rate | 97.1% | 80.5%+16.6pp | 79.6%+17.6pp | 71.1%+26.0pp |
| Annual return | 8.97% | 14.06%-5.1pp | -51.70%+60.7pp | 48.65%-39.7pp |
| Employer contribution / active EE | $2,395 | $2,237+7.1% | $3,758-36.3% | $2,182+9.8% |
| Participant deferral / active EE | $3,859 | $3,574+8.0% | $4,311-10.5% | $3,356+15.0% |
| Admin fee / account holder | $41 | $72-43.4% | $7,645-99.5% | $70-42.2% |