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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $8,582 |
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 | $12,682 | $59,186-78.6% | $76,768-83.5% | $56,287-77.5% |
| Participation rate | 80.2% | 75.2%+4.9pp | 77.0%+3.2pp | 69.9%+10.3pp |
| Annual return | -5.75% | 6.62%-12.4pp | 2.43%-8.2pp | -9.96%+4.2pp |
| Employer contribution / active EE | $1,918 | $1,759+9.1% | $2,485-22.8% | $2,111-9.1% |
| Participant deferral / active EE | $866 | $3,255-73.4% | $3,852-77.5% | $3,350-74.2% |
| Admin fee / account holder | $87 | $489-82.3% | $6,675-98.7% | $521-83.4% |