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.2 years Service code 15 · EIN 94-1347393 | Recordkeeping | $36,776 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $5,264 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,641 | $104,475+94.0% | $159,436+27.1% | $79,386+155.3% |
| Participation rate | 98.0% | 76.6%+21.4pp | 82.8%+15.2pp | 70.7%+27.3pp |
| Annual return | 14.77% | 67.95%-53.2pp | 263.57%-248.8pp | 116.85%-102.1pp |
| Employer contribution / active EE | $4,697 | $3,417+37.5% | $4,829-2.7% | $2,427+93.5% |
| Participant deferral / active EE | $10,049 | $6,467+55.4% | $7,352+36.7% | $4,046+148.4% |
| Admin fee / account holder | $104 | $711-85.4% | $10,799-99.0% | $626-83.5% |