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 | $21,068 |
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 61 · EIN 23-2384840 | Finders' fees / placement fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,634 | $54,350+136.7% | $82,719+55.5% | $68,494+87.8% |
| Participation rate | 95.0% | 63.9%+31.1pp | 72.6%+22.4pp | 67.9%+27.1pp |
| Annual return | -17.13% | -13.67%-3.5pp | 701.18%-718.3pp | -7.84%-9.3pp |
| Employer contribution / active EE | $8,981 | $2,218+304.9% | $3,009+198.5% | $2,596+245.9% |
| Participant deferral / active EE | $7,665 | $3,246+136.1% | $4,395+74.4% | $4,027+90.3% |
| Admin fee / account holder | $171 | $4,395-96.1% | $5,329-96.8% | $5,403-96.8% |