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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $80,086 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,436 | $221,442-69.1% | $92,233-25.8% | $77,958-12.2% |
| Participation rate | 97.1% | 79.6%+17.5pp | 76.5%+20.6pp | 71.6%+25.4pp |
| Annual return | 18.77% | 15.65%+3.1pp | 176.28%-157.5pp | 20.87%-2.1pp |
| Employer contribution / active EE | $2,686 | $3,226-16.7% | $3,679-27.0% | $2,310+16.2% |
| Participant deferral / active EE | $4,990 | $2,779+79.5% | $3,897+28.1% | $3,537+41.1% |
| Admin fee / account holder | $121 | $210-42.1% | $5,194-97.7% | $97+24.7% |