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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $5,149 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,917 | $123,286+73.5% | $75,670+182.7% | $77,958+174.4% |
| Participation rate | 97.8% | 78.8%+19.1pp | 72.3%+25.5pp | 71.6%+26.2pp |
| Annual return | 25.02% | 20.45%+4.6pp | 27.34%-2.3pp | 20.87%+4.2pp |
| Employer contribution / active EE | $4,579 | $2,035+125.1% | $2,352+94.7% | $2,310+98.2% |
| Participant deferral / active EE | $7,748 | $3,095+150.3% | $3,142+146.6% | $3,537+119.1% |
| Admin fee / account holder | $4 | $144-97.3% | $5,800-99.9% | $97-96.0% |