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 Filed as: WELLS FARGO BANK, N,A. Service code 15 · EIN 94-1347393 | Recordkeeping | $1,739 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $46 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,329 | $61,473+64.8% | $81,930+23.7% | $73,409+38.0% |
| Participation rate | 94.1% | 72.4%+21.7pp | 72.0%+22.1pp | 72.2%+21.9pp |
| Annual return | 17.02% | 28.26%-11.2pp | 29.49%-12.5pp | 59.29%-42.3pp |
| Employer contribution / active EE | $2,755 | $1,898+45.2% | $4,310-36.1% | $2,234+23.3% |
| Participant deferral / active EE | $4,415 | $3,080+43.3% | $7,107-37.9% | $3,805+16.0% |
| Admin fee / account holder | $6 | $125-95.2% | $5,158-99.9% | $158-96.2% |