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.5+ years Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $40,451 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $141,026 | $88,122+60.0% | $141,162-0.1% | $67,579+108.7% |
| Participation rate | 97.1% | 76.5%+20.6pp | 82.5%+14.6pp | 71.3%+25.8pp |
| Annual return | 40.96% | 75.40%-34.4pp | 71.39%-30.4pp | 378.56%-337.6pp |
| Employer contribution / active EE | $3,296 | $3,224+2.2% | $4,735-30.4% | $2,148+53.4% |
| Participant deferral / active EE | $6,605 | $5,958+10.9% | $6,709-1.5% | $3,539+86.6% |
| Admin fee / account holder | $355 | $131+171.2% | $10,261-96.5% | $142+149.5% |