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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $16,657 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $52,627 | $60,165-12.5% | $74,183-29.1% | $55,167-4.6% |
| Participation rate | 93.4% | 74.2%+19.2pp | 76.6%+16.8pp | 69.0%+24.4pp |
| Annual return | 6.46% | 10.00%-3.5pp | 17.74%-11.3pp | 169.23%-162.8pp |
| Employer contribution / active EE | $1,506 | $1,600-5.8% | $2,370-36.4% | $1,963-23.3% |
| Participant deferral / active EE | $2,410 | $2,973-18.9% | $3,550-32.1% | $3,054-21.1% |
| Admin fee / account holder | $159 | $419-62.2% | $5,586-97.2% | $504-68.5% |