Filed June 18, 2008
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.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $52,740 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,625 | $55,516+5.6% | $75,781-22.6% | $59,188-1.0% |
| Participation rate | 98.1% | 73.6%+24.5pp | 75.8%+22.3pp | 69.4%+28.7pp |
| Annual return | -7.04% | -1.89%-5.1pp | 9.68%-16.7pp | 5.51%-12.5pp |
| Employer contribution / active EE | $2,739 | $2,604+5.2% | $3,323-17.6% | $2,098+30.5% |
| Participant deferral / active EE | $4,984 | $2,599+91.8% | $3,651+36.5% | $3,265+52.7% |
| Admin fee / account holder | $121 | $110+9.7% | $5,299-97.7% | $92+30.8% |