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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $120,022 |
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 | $41,506 | $78,419-47.1% | $133,956-69.0% | $73,409-43.5% |
| Participation rate | 85.1% | 78.6%+6.5pp | 79.8%+5.3pp | 72.2%+13.0pp |
| Annual return | 16.97% | 33.35%-16.4pp | 45.09%-28.1pp | 59.29%-42.3pp |
| Employer contribution / active EE | $656 | $2,044-67.9% | $3,919-83.3% | $2,234-70.6% |
| Participant deferral / active EE | $3,997 | $3,925+1.8% | $5,048-20.8% | $3,805+5.0% |
| Admin fee / account holder | $204 | $161+26.7% | $8,927-97.7% | $158+29.5% |