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 Filed as: WELLS FARGO BANK, N,A. Service code 15 · EIN 94-1347393 | Recordkeeping | $280 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,894 | $48,277+5.4% | $63,517-19.9% | $55,191-7.8% |
| Participation rate | 91.8% | 69.4%+22.4pp | 71.0%+20.7pp | 69.2%+22.6pp |
| Annual return | 4.12% | 2.37%+1.7pp | -70.30%+74.4pp | 10.78%-6.7pp |
| Employer contribution / active EE | $2,059 | $1,592+29.4% | $2,322-11.3% | $1,899+8.5% |
| Participant deferral / active EE | $2,918 | $2,432+20.0% | $2,953-1.2% | $3,046-4.2% |
| Admin fee / account holder | $1 | $86-99.3% | $5,892-100.0% | $91-99.3% |