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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $163,657 |
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 | $98,787 | $77,559+27.4% | $68,793+43.6% | $75,289+31.2% |
| Participation rate | 65.2% | 78.3%-13.1pp | 72.2%-7.0pp | 72.4%-7.2pp |
| Annual return | -4.77% | -1.01%-3.8pp | -4.63%-0.1pp | -0.04%-4.7pp |
| Employer contribution / active EE | $1,789 | $1,993-10.2% | $2,625-31.9% | $2,405-25.6% |
| Participant deferral / active EE | $3,557 | $3,128+13.7% | $3,311+7.4% | $3,739-4.9% |
| Admin fee / account holder | $111 | $90+22.7% | $5,131-97.8% | $102+8.4% |