Filed March 2, 2005
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.11+ years Filed as: WELLS FARGO ADVISORS Service code 16 · EIN 36-4019175 | Consulting | $125,988 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $62,517 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,688 | $56,767+86.2% | $101,794+3.8% | $85,563+23.5% |
| Participation rate | 88.1% | 57.6%+30.5pp | 69.2%+18.9pp | 66.0%+22.2pp |
| Annual return | 17.77% | 17.76%0pp | 30.53%-12.8pp | 31.51%-13.7pp |
| Employer contribution / active EE | $3,495 | $1,112+214.2% | $2,289+52.7% | $2,654+31.7% |
| Participant deferral / active EE | $6,807 | $2,720+150.2% | $4,084+66.7% | $4,375+55.6% |
| Admin fee / account holder | $251 | $1,098-77.2% | $8,777-97.1% | $834-70.0% |