Filed June 8, 2009
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 | $75,261 |
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 | $48,505 | $75,183-35.5% | $123,892-60.8% | $55,167-12.1% |
| Participation rate | 96.6% | 72.8%+23.8pp | 81.4%+15.2pp | 69.0%+27.6pp |
| Annual return | 9.65% | 19.01%-9.4pp | 47.52%-37.9pp | 169.23%-159.6pp |
| Employer contribution / active EE | $3,202 | $2,823+13.4% | $4,617-30.6% | $1,963+63.1% |
| Participant deferral / active EE | $6,465 | $5,084+27.1% | $5,984+8.0% | $3,054+111.7% |
| Admin fee / account holder | $222 | $663-66.5% | $8,357-97.3% | $504-56.0% |