Filed January 6, 2006
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 | $109,523 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,145 | $65,118+32.3% | $76,768+12.2% | $55,725+54.6% |
| Participation rate | 97.4% | 79.6%+17.8pp | 77.0%+20.4pp | 70.9%+26.5pp |
| Annual return | -3.10% | -1.27%-1.8pp | 2.43%-5.5pp | 244.93%-248.0pp |
| Employer contribution / active EE | $5,414 | $1,941+178.9% | $2,485+117.9% | $2,078+160.5% |
| Participant deferral / active EE | $6,651 | $3,688+80.3% | $3,852+72.7% | $3,356+98.2% |
| Admin fee / account holder | $128 | $116+10.4% | $6,675-98.1% | $115+11.1% |