Filed March 20, 2002 (most recent of 2 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 9-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $149,614 |
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $131,229 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,703 | $118,337+35.0% | $189,513-15.7% | $93,030+71.7% |
| Participation rate | 79.5% | 89.1%-9.5pp | 87.8%-8.3pp | 73.9%+5.6pp |
| Annual return | 14.53% | 21.77%-7.2pp | 555.15%-540.6pp | 158.70%-144.2pp |
| Employer contribution / active EE | $2,375 | $4,204-43.5% | $6,162-61.5% | $2,706-12.2% |
| Participant deferral / active EE | $4,615 | $7,123-35.2% | $8,221-43.9% | $4,562+1.1% |
| Admin fee / account holder | $85 | $100-14.7% | $12,045-99.3% | $152-43.9% |