Filed January 6, 2006 (most recent of 2 filings on file)
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 Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 49 · EIN 34-1542819 | Other Services | $9,435 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,162 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $5,015 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,659 | $51,466-13.2% | $78,778-43.3% | $62,292-28.3% |
| Participation rate | 99.3% | 59.8%+39.5pp | 69.2%+30.1pp | 69.5%+29.8pp |
| Annual return | 18.61% | 19.96%-1.3pp | 35.62%-17.0pp | 28.90%-10.3pp |
| Employer contribution / active EE | $215 | $827-74.0% | $1,986-89.1% | $2,042-89.4% |
| Participant deferral / active EE | $4,254 | $2,147+98.1% | $2,958+43.8% | $3,169+34.2% |
| Admin fee / account holder | $54 | $489-89.0% | $5,134-99.0% | $479-88.8% |