Filed June 10, 2005 (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 Service code 15 · EIN 94-1347393 | Recordkeeping | $6,849 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,392 | $61,125-33.9% | $108,579-62.8% | $63,975-36.9% |
| Participation rate | 60.4% | 80.5%-20.1pp | 79.6%-19.1pp | 71.1%-10.7pp |
| Annual return | 7.71% | 14.06%-6.4pp | -51.70%+59.4pp | 48.65%-40.9pp |
| Employer contribution / active EE | $992 | $2,237-55.7% | $3,758-73.6% | $2,182-54.5% |
| Participant deferral / active EE | $1,708 | $3,574-52.2% | $4,311-60.4% | $3,356-49.1% |
| Admin fee / account holder | $4 | $72-94.1% | $7,645-99.9% | $70-93.9% |