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 Filed as: WELLS FARGO BANK, N,A. Service code 15 · EIN 94-1347393 | Recordkeeping | $1,621 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,033 | $55,790+56.0% | $76,817+13.3% | $67,579+28.8% |
| Participation rate | 93.9% | 71.1%+22.8pp | 72.1%+21.9pp | 71.3%+22.7pp |
| Annual return | 29.28% | 64.45%-35.2pp | 1166.11%-1136.8pp | 378.56%-349.3pp |
| Employer contribution / active EE | $2,896 | $1,810+60.0% | $2,302+25.8% | $2,148+34.8% |
| Participant deferral / active EE | $4,522 | $2,875+57.3% | $3,336+35.6% | $3,539+27.8% |
| Admin fee / account holder | $6 | $159-96.1% | $6,420-99.9% | $142-95.6% |