Filed December 17, 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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $4,200 |
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 | $21,191 | $25,165-15.8% | $73,545-71.2% | $77,958-72.8% |
| Participation rate | 85.2% | 36.6%+48.6pp | 54.9%+30.3pp | 71.6%+13.6pp |
| Annual return | 17.57% | 18.12%-0.6pp | -15.16%+32.7pp | 20.87%-3.3pp |
| Employer contribution / active EE | $234 | $395-40.7% | $1,219-80.8% | $2,310-89.9% |
| Participant deferral / active EE | $1,643 | $898+83.0% | $1,806-9.0% | $3,537-53.5% |
| Admin fee / account holder | $2 | $76-97.3% | $2,320-99.9% | $97-97.9% |