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 year Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $90,927 |
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 | $56,279 | $79,519-29.2% | $95,952-41.3% | $73,409-23.3% |
| Participation rate | 88.4% | 81.2%+7.2pp | 77.1%+11.3pp | 72.2%+16.2pp |
| Annual return | 6.99% | 19.20%-12.2pp | 91.61%-84.6pp | 59.29%-52.3pp |
| Employer contribution / active EE | $3,904 | $2,048+90.7% | $2,541+53.7% | $2,234+74.8% |
| Participant deferral / active EE | $3,001 | $4,138-27.5% | $4,167-28.0% | $3,805-21.1% |
| Admin fee / account holder | $185 | $184+0.3% | $6,795-97.3% | $158+17.0% |