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.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $13,953 |
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 | $51,891 | $56,199-7.7% | $67,652-23.3% | $59,632-13.0% |
| Participation rate | 95.7% | 71.5%+24.3pp | 75.7%+20.1pp | 68.7%+27.1pp |
| Annual return | -1.33% | 18505.31%-18506.6pp | 6625.04%-6626.4pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $1,357 | $1,614-16.0% | $2,266-40.1% | $2,203-38.4% |
| Participant deferral / active EE | $2,160 | $2,844-24.1% | $3,560-39.3% | $3,192-32.3% |
| Admin fee / account holder | $155 | $3,958-96.1% | $4,821-96.8% | $4,297-96.4% |