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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $5,981 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,892 | $29,516+4.7% | $77,482-60.1% | $90,288-65.8% |
| Participation rate | 82.4% | 33.7%+48.7pp | 54.2%+28.2pp | 73.4%+9.0pp |
| Annual return | 18.55% | 231.18%-212.6pp | 54.79%-36.2pp | 53.97%-35.4pp |
| Employer contribution / active EE | $630 | $381+65.5% | $986-36.1% | $2,524-75.0% |
| Participant deferral / active EE | $1,740 | $944+84.3% | $1,861-6.5% | $4,232-58.9% |
| Admin fee / account holder | $4 | $106-96.3% | $2,858-99.9% | $114-96.6% |