Filed January 8, 2006
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.1+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 17 1200 17TH STREET · DENVER, CO 80202 | Pension Consulting | $23,468 |
Service code 12 · EIN 84-1477138 | Sub-transfer agency fees; Claims proc... | $25 |
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 | $68,356 | $72,177-5.3% | $115,037-40.6% | $59,632+14.6% |
| Participation rate | 86.6% | 72.6%+14.0pp | 81.4%+5.2pp | 68.7%+17.9pp |
| Annual return | 1.19% | 12.02%-10.8pp | 26.14%-25.0pp | 2041.28%-2040.1pp |
| Employer contribution / active EE | $3,081 | $2,841+8.4% | $4,608-33.1% | $2,203+39.9% |
| Participant deferral / active EE | $6,211 | $4,783+29.9% | $6,026+3.1% | $3,192+94.6% |
| Admin fee / account holder | $178 | $4,927-96.4% | $8,175-97.8% | $4,297-95.9% |