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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $92,948 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,494 | $111,608+16.9% | $177,821-26.6% | $73,409+77.8% |
| Participation rate | 99.5% | 87.9%+11.7pp | 87.7%+11.8pp | 72.2%+27.3pp |
| Annual return | 19.13% | 18.23%+0.9pp | 48.32%-29.2pp | 59.29%-40.2pp |
| Employer contribution / active EE | $1,755 | $3,796-53.8% | $5,918-70.3% | $2,234-21.4% |
| Participant deferral / active EE | $7,370 | $6,199+18.9% | $7,714-4.5% | $3,805+93.7% |
| Admin fee / account holder | $84 | $166-49.5% | $12,427-99.3% | $158-47.0% |