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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $21,164 |
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 | $52,963 | $65,376-19.0% | $87,100-39.2% | $65,185-18.7% |
| Participation rate | 93.1% | 75.3%+17.7pp | 76.9%+16.2pp | 70.2%+22.9pp |
| Annual return | 18.48% | 31.27%-12.8pp | 28.19%-9.7pp | 29.38%-10.9pp |
| Employer contribution / active EE | $1,401 | $1,822-23.1% | $2,521-44.4% | $2,177-35.6% |
| Participant deferral / active EE | $2,107 | $3,388-37.8% | $4,049-48.0% | $3,514-40.0% |
| Admin fee / account holder | $159 | $520-69.5% | $7,497-97.9% | $847-81.3% |