Filed October 7, 2005 (most recent of 8 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 | $136,368 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $92,326 | $58,758+57.1% | $70,014+31.9% | $63,975+44.3% |
| Participation rate | 63.2% | 77.5%-14.3pp | 71.8%-8.6pp | 71.1%-7.9pp |
| Annual return | 6.89% | 18.05%-11.2pp | 12.99%-6.1pp | 48.65%-41.8pp |
| Employer contribution / active EE | $1,486 | $1,973-24.7% | $2,338-36.4% | $2,182-31.9% |
| Participant deferral / active EE | $3,004 | $2,912+3.2% | $2,931+2.5% | $3,356-10.5% |
| Admin fee / account holder | $94 | $71+32.6% | $4,380-97.9% | $70+33.6% |