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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $19,929 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $4,121 |
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 | $168,252 | $60,124+179.8% | $90,404+86.1% | $79,858+110.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 19.90% | 71.94%-52.0pp | 1293.02%-1273.1pp | 31.71%-11.8pp |
| Employer contribution / active EE | $10,209 | $2,068+393.8% | $3,262+213.0% | $2,471+313.2% |
| Participant deferral / active EE | $8,571 | $2,938+191.7% | $3,963+116.3% | $3,740+129.2% |
| Admin fee / account holder | $165 | $3,976-95.9% | $5,611-97.1% | $5,306-96.9% |