Filed December 22, 2005 (most recent of 2 filings on file)
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 Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $26,884 |
Service code 37 · EIN 04-2647786 | Loan Processing | $400 |
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 | $132,227 | $49,177+168.9% | $79,464+66.4% | $64,186+106.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -4.30% | -1.16%-3.1pp | 718.14%-722.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $8,941 | $2,076+330.6% | $2,800+219.3% | $2,381+275.5% |
| Participant deferral / active EE | $7,718 | $2,821+173.5% | $3,704+108.4% | $3,470+122.4% |
| Admin fee / account holder | $3 | $3,839-99.9% | $5,113-99.9% | $4,888-99.9% |