Filed June 8, 2009
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 Service code 15 · EIN 94-1347393 | Recordkeeping | $320,405 |
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 | $56,174 | $127,218-55.8% | $392,568-85.7% | $77,787-27.8% |
| Participation rate | 95.2% | 82.0%+13.2pp | 78.1%+17.2pp | 73.2%+22.0pp |
| Annual return | 23.91% | 25.27%-1.4pp | 24.42%-0.5pp | 32.57%-8.7pp |
| Employer contribution / active EE | $1,942 | $3,064-36.6% | $3,783-48.7% | $2,504-22.4% |
| Participant deferral / active EE | $8,245 | $4,820+71.1% | $5,985+37.8% | $3,967+107.8% |
| Admin fee / account holder | $52 | $89-42.0% | $6,260-99.2% | $100-48.4% |