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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $22,995 |
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 | $39,458 | $59,186-33.3% | $76,768-48.6% | $56,287-29.9% |
| Participation rate | 93.6% | 75.2%+18.4pp | 77.0%+16.7pp | 69.9%+23.8pp |
| Annual return | -3.50% | 6.62%-10.1pp | 2.43%-5.9pp | -9.96%+6.5pp |
| Employer contribution / active EE | $1,238 | $1,759-29.6% | $2,485-50.2% | $2,111-41.3% |
| Participant deferral / active EE | $1,940 | $3,255-40.4% | $3,852-49.6% | $3,350-42.1% |
| Admin fee / account holder | $152 | $489-68.9% | $6,675-97.7% | $521-70.8% |