Filed March 23, 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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $59,133 |
WELLS FARGO BANK, N.A.7 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $20,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,243 | $88,982-27.8% | $102,438-37.3% | $77,671-17.3% |
| Participation rate | 95.1% | 80.9%+14.2pp | 76.5%+18.6pp | 70.6%+24.5pp |
| Annual return | 15.03% | 25.01%-10.0pp | 29.37%-14.3pp | 31.21%-16.2pp |
| Employer contribution / active EE | $1,887 | $2,698-30.1% | $3,024-37.6% | $2,726-30.8% |
| Participant deferral / active EE | $4,044 | $5,144-21.4% | $5,054-20.0% | $4,648-13.0% |
| Admin fee / account holder | $143 | $236-39.4% | $9,448-98.5% | $430-66.8% |