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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $76,724 |
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 | $88,200 | $81,537+8.2% | $149,718-41.1% | $69,631+26.7% |
| Participation rate | 99.4% | 86.1%+13.2pp | 87.1%+12.3pp | 70.7%+28.7pp |
| Annual return | 17.41% | 22.79%-5.4pp | 1501.63%-1484.2pp | 27571.02%-27553.6pp |
| Employer contribution / active EE | $2,477 | $3,239-23.5% | $5,445-54.5% | $2,032+21.9% |
| Participant deferral / active EE | $5,525 | $4,994+10.6% | $6,569-15.9% | $3,224+71.4% |
| Admin fee / account holder | $63 | $107-41.5% | $11,283-99.4% | $110-43.4% |