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.1 year Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 27 · EIN 34-1542819 | Advisory (Plan) | $21,298 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,452 |
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 | $82,015 | $98,982-17.1% | $162,163-49.4% | $65,185+25.8% |
| Participation rate | 99.1% | 85.8%+13.3pp | 87.6%+11.5pp | 70.2%+28.9pp |
| Annual return | 22.68% | 24.84%-2.2pp | 115.59%-92.9pp | 29.38%-6.7pp |
| Employer contribution / active EE | $4,393 | $3,467+26.7% | $5,614-21.7% | $2,177+101.8% |
| Participant deferral / active EE | $6,948 | $5,384+29.0% | $7,298-4.8% | $3,514+97.7% |
| Admin fee / account holder | $23 | $596-96.2% | $10,843-99.8% | $847-97.3% |