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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $185,038 |
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 | $129,184 | $72,066+79.3% | $81,930+57.7% | $90,288+43.1% |
| Participation rate | 63.4% | 78.9%-15.5pp | 72.0%-8.6pp | 73.4%-10.0pp |
| Annual return | 14.36% | 15.92%-1.6pp | 29.49%-15.1pp | 53.97%-39.6pp |
| Employer contribution / active EE | $1,909 | $2,335-18.2% | $4,310-55.7% | $2,524-24.4% |
| Participant deferral / active EE | $3,643 | $3,557+2.4% | $7,107-48.7% | $4,232-13.9% |
| Admin fee / account holder | $124 | $92+34.5% | $5,158-97.6% | $114+9.0% |