Filed October 24, 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 27 · EIN 34-1542819 | Advisory (Plan) | $24,947 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $9,255 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,631 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $68,216 | $79,523-14.2% | $140,016-51.3% | $56,287+21.2% |
| Participation rate | 99.1% | 85.7%+13.4pp | 87.5%+11.6pp | 69.9%+29.3pp |
| Annual return | -6.31% | 2.39%-8.7pp | 651.12%-657.4pp | -9.96%+3.7pp |
| Employer contribution / active EE | $3,871 | $3,350+15.6% | $5,606-30.9% | $2,111+83.4% |
| Participant deferral / active EE | $7,155 | $5,129+39.5% | $6,927+3.3% | $3,350+113.6% |
| Admin fee / account holder | $26 | $614-95.7% | $10,705-99.8% | $521-95.0% |