Filed March 5, 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 Service code 15 · EIN 94-1347393 | Recordkeeping | $64,086 |
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 | $78,964 | $71,802+10.0% | $133,980-41.1% | $57,658+37.0% |
| Participation rate | 99.3% | 85.5%+13.9pp | 87.1%+12.3pp | 70.2%+29.1pp |
| Annual return | 8.91% | 13.51%-4.6pp | 29.30%-20.4pp | 5.13%+3.8pp |
| Employer contribution / active EE | $3,194 | $3,161+1.0% | $5,211-38.7% | $1,974+61.8% |
| Participant deferral / active EE | $5,160 | $4,606+12.0% | $6,282-17.9% | $3,061+68.6% |
| Admin fee / account holder | $49 | $88-44.0% | $9,324-99.5% | $95-48.1% |