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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $100,763 |
RSM US LLP5+ years Service code 27 · EIN 42-0714325 | Advisory (Plan) | $16,485 |
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 | $101,256 | $73,404+37.9% | $87,100+16.3% | $67,579+49.8% |
| Participation rate | 97.3% | 80.9%+16.4pp | 76.9%+20.4pp | 71.3%+26.0pp |
| Annual return | 22.80% | 48.29%-25.5pp | 28.19%-5.4pp | 378.56%-355.8pp |
| Employer contribution / active EE | $5,857 | $2,014+190.8% | $2,521+132.3% | $2,148+172.7% |
| Participant deferral / active EE | $6,472 | $3,913+65.4% | $4,049+59.8% | $3,539+82.9% |
| Admin fee / account holder | $134 | $142-5.1% | $7,497-98.2% | $142-5.6% |