Filed February 21, 2006 (most recent of 4 filings on file)
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 | $6,415 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,979 | $54,890+217.0% | $63,517+173.9% | $59,188+193.9% |
| Participation rate | 94.8% | 75.6%+19.2pp | 71.0%+23.8pp | 69.4%+25.4pp |
| Annual return | 4.25% | 4.56%-0.3pp | -70.30%+74.5pp | 5.51%-1.3pp |
| Employer contribution / active EE | $4,314 | $1,831+135.6% | $2,322+85.8% | $2,098+105.6% |
| Participant deferral / active EE | $7,278 | $2,803+159.7% | $2,953+146.4% | $3,265+122.9% |
| Admin fee / account holder | $5 | $66-92.7% | $5,892-99.9% | $92-94.7% |