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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $8,510 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $28,874 | $73,125-60.5% | $125,175-76.9% | $77,787-62.9% |
| Participation rate | 98.1% | 79.4%+18.6pp | 79.8%+18.3pp | 73.2%+24.9pp |
| Annual return | 19.59% | 24.71%-5.1pp | 43.79%-24.2pp | 32.57%-13.0pp |
| Employer contribution / active EE | $1,218 | $2,413-49.5% | $3,865-68.5% | $2,504-51.4% |
| Participant deferral / active EE | $2,178 | $3,966-45.1% | $4,937-55.9% | $3,967-45.1% |
| Admin fee / account holder | $3 | $89-96.6% | $9,702-100.0% | $100-97.0% |