Filed August 29, 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 Service code 15 · EIN 94-1347393 | Recordkeeping | $51,872 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $23,718 | $67,166-64.7% | $57,343-58.6% | $55,191-57.0% |
| Participation rate | 93.9% | 77.7%+16.2pp | 75.1%+18.8pp | 69.2%+24.7pp |
| Annual return | 0.09% | 4.22%-4.1pp | 24.39%-24.3pp | 10.78%-10.7pp |
| Employer contribution / active EE | $954 | $2,812-66.1% | $2,689-64.5% | $1,899-49.7% |
| Participant deferral / active EE | $3,416 | $2,835+20.5% | $3,162+8.0% | $3,046+12.1% |
| Admin fee / account holder | $120 | $44+175.9% | $3,356-96.4% | $91+32.4% |