Filed December 10, 2005
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.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $42,462 |
Annual investment return 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 | $49,503 | $72,770-32.0% | $67,652-26.8% | $55,191-10.3% |
| Participation rate | 93.9% | 78.8%+15.1pp | 75.7%+18.2pp | 69.2%+24.7pp |
| Annual return | -1.34% | -3.26%+1.9pp | 6625.04%-6626.4pp | 10.78%-12.1pp |
| Employer contribution / active EE | $1,525 | $1,769-13.8% | $2,266-32.7% | $1,899-19.7% |
| Participant deferral / active EE | $2,068 | $3,408-39.3% | $3,560-41.9% | $3,046-32.1% |
| Admin fee / account holder | $116 | $79+46.8% | $4,821-97.6% | $91+27.5% |