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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $18,839 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,895 | $64,909-30.8% | $82,313-45.5% | $62,292-27.9% |
| Participation rate | 92.9% | 74.9%+18.0pp | 76.9%+16.0pp | 69.5%+23.4pp |
| Annual return | 11.66% | 21.18%-9.5pp | 25.88%-14.2pp | 28.90%-17.2pp |
| Employer contribution / active EE | $1,452 | $1,676-13.3% | $2,428-40.2% | $2,042-28.9% |
| Participant deferral / active EE | $2,337 | $3,103-24.7% | $3,706-36.9% | $3,169-26.3% |
| Admin fee / account holder | $140 | $440-68.3% | $5,608-97.5% | $479-70.9% |