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.4+ years Filed as: WELLS FARGO BANK, N,A. Service code 15 · EIN 94-1347393 | Recordkeeping | $972 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,068 | $48,261+41.0% | $68,793-1.1% | $55,725+22.1% |
| Participation rate | 91.6% | 71.0%+20.5pp | 72.2%+19.4pp | 70.9%+20.7pp |
| Annual return | -5.17% | -2.61%-2.6pp | -4.63%-0.5pp | 244.93%-250.1pp |
| Employer contribution / active EE | $2,577 | $1,742+47.9% | $2,625-1.8% | $2,078+24.0% |
| Participant deferral / active EE | $3,915 | $2,712+44.4% | $3,311+18.3% | $3,356+16.7% |
| Admin fee / account holder | $5 | $126-96.0% | $5,131-99.9% | $115-95.6% |