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.1 year Service code 15 · EIN 94-1347393 | Recordkeeping | $18,273 |
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 | $163,947 | $100,801+62.6% | $149,696+9.5% | $73,409+123.3% |
| Participation rate | 98.5% | 77.7%+20.8pp | 82.5%+16.0pp | 72.2%+26.3pp |
| Annual return | 14.91% | 265.34%-250.4pp | 276.60%-261.7pp | 59.29%-44.4pp |
| Employer contribution / active EE | $3,542 | $3,312+7.0% | $4,644-23.7% | $2,234+58.6% |
| Participant deferral / active EE | $7,394 | $6,404+15.4% | $6,842+8.1% | $3,805+94.3% |
| Admin fee / account holder | $255 | $181+40.8% | $9,309-97.3% | $158+61.3% |