Filed April 14, 2006 (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 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 | $52,837 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,008 | $75,388+36.6% | $123,544-16.6% | $55,725+84.9% |
| Participation rate | 96.5% | 75.7%+20.8pp | 82.3%+14.2pp | 70.9%+25.6pp |
| Annual return | -6.32% | 4.48%-10.8pp | 119.20%-125.5pp | 244.93%-251.2pp |
| Employer contribution / active EE | $3,198 | $3,063+4.4% | $4,628-30.9% | $2,078+53.9% |
| Participant deferral / active EE | $5,986 | $5,651+5.9% | $6,426-6.8% | $3,356+78.4% |
| Admin fee / account holder | $120 | $120+0.3% | $9,284-98.7% | $115+4.3% |