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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $64,480 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,839 | $54,392+8.2% | $84,750-30.6% | $63,975-8.0% |
| Participation rate | 97.0% | 76.9%+20.1pp | 76.6%+20.4pp | 71.1%+25.9pp |
| Annual return | 9.30% | 611.38%-602.1pp | 22.78%-13.5pp | 48.65%-39.4pp |
| Employer contribution / active EE | $2,532 | $2,943-14.0% | $3,574-29.2% | $2,182+16.0% |
| Participant deferral / active EE | $4,554 | $2,593+75.7% | $3,712+22.7% | $3,356+35.7% |
| Admin fee / account holder | $101 | $136-25.8% | $5,332-98.1% | $70+43.1% |