Filed May 10, 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.2+ years Filed as: WELLS FARGO Service code 15 · EIN 41-6257133 | Recordkeeping | $31,752 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $327,178 | $60,349+442.1% | $74,183+341.0% | $62,891+420.2% |
| Participation rate | 98.6% | 72.7%+25.9pp | 76.6%+22.0pp | 69.3%+29.3pp |
| Annual return | 11.65% | 21.37%-9.7pp | 17.74%-6.1pp | 20.14%-8.5pp |
| Employer contribution / active EE | $15,000 | $1,680+792.8% | $2,370+532.9% | $2,281+557.6% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $334 | $4,261-92.2% | $5,586-94.0% | $4,296-92.2% |