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 7-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.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $5,340 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,207 | $84,936-73.9% | $111,297-80.0% | $79,386-72.0% |
| Participation rate | 66.1% | 75.9%-9.7pp | 77.3%-11.2pp | 70.7%-4.6pp |
| Annual return | 12.91% | 17.45%-4.5pp | 54.65%-41.7pp | 116.85%-103.9pp |
| Employer contribution / active EE | $1,977 | $1,979-0.1% | $2,731-27.6% | $2,427-18.6% |
| Participant deferral / active EE | $891 | $3,888-77.1% | $4,487-80.1% | $4,046-78.0% |
| Admin fee / account holder | $147 | $537-72.6% | $7,964-98.2% | $626-76.5% |