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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $10,508 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $88 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,846 | $72,066+238.4% | $81,930+197.6% | $90,288+170.1% |
| Participation rate | 98.3% | 78.9%+19.4pp | 72.0%+26.3pp | 73.4%+25.0pp |
| Annual return | 16.78% | 15.92%+0.9pp | 29.49%-12.7pp | 53.97%-37.2pp |
| Employer contribution / active EE | $4,794 | $2,335+105.3% | $4,310+11.2% | $2,524+89.9% |
| Participant deferral / active EE | $8,834 | $3,557+148.4% | $7,107+24.3% | $4,232+108.7% |
| Admin fee / account holder | $4 | $92-95.7% | $5,158-99.9% | $114-96.5% |