Filed June 21, 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 | $117,275 |
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 | $98,663 | $80,177+23.1% | $123,892-20.4% | $57,658+71.1% |
| Participation rate | 95.8% | 74.4%+21.4pp | 81.4%+14.4pp | 70.2%+25.6pp |
| Annual return | 9.83% | 17.90%-8.1pp | 47.52%-37.7pp | 5.13%+4.7pp |
| Employer contribution / active EE | $4,821 | $2,913+65.5% | $4,617+4.4% | $1,974+144.2% |
| Participant deferral / active EE | $12,124 | $5,130+136.3% | $5,984+102.6% | $3,061+296.1% |
| Admin fee / account holder | $137 | $106+29.0% | $8,357-98.4% | $95+45.1% |