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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $175,659 |
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 | $115,831 | $65,708+76.3% | $76,817+50.8% | $77,787+48.9% |
| Participation rate | 64.8% | 79.0%-14.1pp | 72.1%-7.3pp | 73.2%-8.4pp |
| Annual return | 20.06% | 49.86%-29.8pp | 1166.11%-1146.0pp | 32.57%-12.5pp |
| Employer contribution / active EE | $1,926 | $2,167-11.1% | $2,302-16.3% | $2,504-23.1% |
| Participant deferral / active EE | $3,741 | $3,254+15.0% | $3,336+12.2% | $3,967-5.7% |
| Admin fee / account holder | $120 | $91+31.8% | $6,420-98.1% | $100+19.6% |