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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $88,394 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $63,069 | $73,404-14.1% | $87,100-27.6% | $67,579-6.7% |
| Participation rate | 98.0% | 80.9%+17.1pp | 76.9%+21.1pp | 71.3%+26.7pp |
| Annual return | 17.21% | 48.29%-31.1pp | 28.19%-11.0pp | 378.56%-361.3pp |
| Employer contribution / active EE | $4,401 | $2,014+118.5% | $2,521+74.6% | $2,148+104.9% |
| Participant deferral / active EE | $3,604 | $3,913-7.9% | $4,049-11.0% | $3,539+1.8% |
| Admin fee / account holder | $170 | $142+20.3% | $7,497-97.7% | $142+19.7% |