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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $9,059 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,473 | $65,708+214.2% | $76,817+168.8% | $77,787+165.4% |
| Participation rate | 97.8% | 79.0%+18.9pp | 72.1%+25.8pp | 73.2%+24.6pp |
| Annual return | 25.88% | 49.86%-24.0pp | 1166.11%-1140.2pp | 32.57%-6.7pp |
| Employer contribution / active EE | $4,561 | $2,167+110.5% | $2,302+98.1% | $2,504+82.1% |
| Participant deferral / active EE | $8,066 | $3,254+147.9% | $3,336+141.8% | $3,967+103.3% |
| Admin fee / account holder | $6 | $91-93.3% | $6,420-99.9% | $100-93.9% |