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.6+ years Filed as: WELLS FARGO Service code 15 · EIN 41-6257133 | Recordkeeping | $48,332 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $351,970 | $73,638+378.0% | $95,952+266.8% | $73,488+378.9% |
| Participation rate | 84.2% | 76.2%+8.0pp | 77.1%+7.1pp | 70.7%+13.5pp |
| Annual return | 6.17% | 16.78%-10.6pp | 91.61%-85.4pp | 28.51%-22.3pp |
| Employer contribution / active EE | $10,693 | $1,863+473.9% | $2,541+320.8% | $2,270+371.0% |
| Participant deferral / active EE | $0 | $3,617-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $35,445 | $482+7252.2% | $6,795+421.6% | $513+6808.4% |