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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $8,792 |
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 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 | $10,902 | $64,909-83.2% | $82,313-86.8% | $62,292-82.5% |
| Participation rate | 89.1% | 74.9%+14.2pp | 76.9%+12.2pp | 69.5%+19.6pp |
| Annual return | 19.38% | 21.18%-1.8pp | 25.88%-6.5pp | 28.90%-9.5pp |
| Employer contribution / active EE | $2,139 | $1,676+27.6% | $2,428-11.9% | $2,042+4.7% |
| Participant deferral / active EE | $807 | $3,103-74.0% | $3,706-78.2% | $3,169-74.5% |
| Admin fee / account holder | $88 | $440-80.0% | $5,608-98.4% | $479-81.7% |