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 Filed as: WELLS FARGO BANK, N,A. Service code 15 · EIN 94-1347393 | Recordkeeping | $843 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,668 | $53,925+42.2% | $75,670+1.3% | $69,631+10.1% |
| Participation rate | 93.1% | 71.2%+21.9pp | 72.3%+20.7pp | 70.7%+22.4pp |
| Annual return | 27.56% | 17.84%+9.7pp | 27.34%+0.2pp | 27571.02%-27543.5pp |
| Employer contribution / active EE | $2,499 | $1,802+38.7% | $2,352+6.3% | $2,032+23.0% |
| Participant deferral / active EE | $3,656 | $2,569+42.3% | $3,142+16.4% | $3,224+13.4% |
| Admin fee / account holder | $3 | $97-96.4% | $5,800-99.9% | $110-96.9% |