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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $14,778 |
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 | $58,083 | $73,638-21.1% | $95,952-39.5% | $73,488-21.0% |
| Participation rate | 88.3% | 76.2%+12.2pp | 77.1%+11.3pp | 70.7%+17.7pp |
| Annual return | 7.72% | 16.78%-9.1pp | 91.61%-83.9pp | 28.51%-20.8pp |
| Employer contribution / active EE | $1,480 | $1,863-20.6% | $2,541-41.8% | $2,270-34.8% |
| Participant deferral / active EE | $2,467 | $3,617-31.8% | $4,167-40.8% | $3,740-34.0% |
| Admin fee / account holder | $120 | $482-75.1% | $6,795-98.2% | $513-76.6% |