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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $188,776 |
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 | $71,787 | $66,051+8.7% | $92,893-22.7% | $77,787-7.7% |
| Participation rate | 96.4% | 81.0%+15.4pp | 76.0%+20.4pp | 73.2%+23.2pp |
| Annual return | 21.08% | 20.69%+0.4pp | 109.41%-88.3pp | 32.57%-11.5pp |
| Employer contribution / active EE | $2,929 | $3,426-14.5% | $3,653-19.8% | $2,504+17.0% |
| Participant deferral / active EE | $5,969 | $3,013+98.1% | $4,236+40.9% | $3,967+50.5% |
| Admin fee / account holder | $87 | $148-40.9% | $5,794-98.5% | $100-12.7% |