Filed March 1, 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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $8,920 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,214 | $98,982-58.4% | $162,163-74.6% | $65,185-36.8% |
| Participation rate | 99.5% | 85.8%+13.7pp | 87.6%+11.9pp | 70.2%+29.3pp |
| Annual return | 25.62% | 24.84%+0.8pp | 115.59%-90.0pp | 29.38%-3.8pp |
| Employer contribution / active EE | $1,604 | $3,467-53.7% | $5,614-71.4% | $2,177-26.3% |
| Participant deferral / active EE | $0 | $5,384-100.0% | $7,298-100.0% | $3,514-100.0% |
| Admin fee / account holder | $41 | $596-93.2% | $10,843-99.6% | $847-95.2% |