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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $149,889 |
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 | $106,835 | $123,286-13.3% | $75,670+41.2% | $77,958+37.0% |
| Participation rate | 63.0% | 78.8%-15.7pp | 72.3%-9.3pp | 71.6%-8.6pp |
| Annual return | 14.88% | 20.45%-5.6pp | 27.34%-12.5pp | 20.87%-6.0pp |
| Employer contribution / active EE | $1,607 | $2,035-21.0% | $2,352-31.7% | $2,310-30.4% |
| Participant deferral / active EE | $3,146 | $3,095+1.6% | $3,142+0.1% | $3,537-11.0% |
| Admin fee / account holder | $103 | $144-28.8% | $5,800-98.2% | $97+5.4% |