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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $95,709 |
RSM US LLP6+ years Service code 27 · EIN 42-0714325 | Advisory (Plan) | $12,075 |
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 | $121,188 | $79,519+52.4% | $95,952+26.3% | $73,409+65.1% |
| Participation rate | 92.8% | 81.2%+11.6pp | 77.1%+15.7pp | 72.2%+20.6pp |
| Annual return | 16.55% | 19.20%-2.6pp | 91.61%-75.1pp | 59.29%-42.7pp |
| Employer contribution / active EE | $6,946 | $2,048+239.2% | $2,541+173.4% | $2,234+211.0% |
| Participant deferral / active EE | $6,572 | $4,138+58.8% | $4,167+57.7% | $3,805+72.7% |
| Admin fee / account holder | $133 | $184-28.1% | $6,795-98.0% | $158-16.0% |