Filed July 23, 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 | $105,926 |
Employer 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 | $32,874 | $69,159-52.5% | $125,175-73.7% | $67,579-51.4% |
| Participation rate | 94.9% | 78.2%+16.7pp | 79.8%+15.1pp | 71.3%+23.6pp |
| Annual return | 21.77% | 27.12%-5.3pp | 43.79%-22.0pp | 378.56%-356.8pp |
| Employer contribution / active EE | $605 | $2,023-70.1% | $3,865-84.3% | $2,148-71.8% |
| Participant deferral / active EE | $3,420 | $3,700-7.6% | $4,937-30.7% | $3,539-3.4% |
| Admin fee / account holder | $164 | $142+15.8% | $9,702-98.3% | $142+15.4% |