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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $198,178 |
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 | $61,502 | $60,396+1.8% | $83,848-26.7% | $75,289-18.3% |
| Participation rate | 96.0% | 80.7%+15.2pp | 76.1%+19.8pp | 72.4%+23.5pp |
| Annual return | -6.48% | 3.84%-10.3pp | 850.88%-857.4pp | -0.04%-6.4pp |
| Employer contribution / active EE | $2,767 | $3,343-17.2% | $3,631-23.8% | $2,405+15.0% |
| Participant deferral / active EE | $5,399 | $2,922+84.8% | $4,082+32.3% | $3,739+44.4% |
| Admin fee / account holder | $110 | $141-21.8% | $5,478-98.0% | $102+8.0% |