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.3 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $25,424 |
Service code 37 · EIN 04-2647786 | Loan Processing | $569 |
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 | $143,646 | $54,762+162.3% | $90,281+59.1% | $72,985+96.8% |
| Participation rate | 98.4% | 65.1%+33.2pp | 73.3%+25.1pp | 69.5%+28.9pp |
| Annual return | 22.93% | 30.63%-7.7pp | 78.10%-55.2pp | 81.00%-58.1pp |
| Employer contribution / active EE | $8,905 | $2,092+325.6% | $2,854+212.0% | $2,440+265.0% |
| Participant deferral / active EE | $7,294 | $2,887+152.6% | $3,885+87.7% | $3,607+102.2% |
| Admin fee / account holder | $5 | $3,972-99.9% | $5,351-99.9% | $5,124-99.9% |