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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $98,292 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,848 | $68,408-59.3% | $57,179-51.3% | $57,658-51.7% |
| Participation rate | 85.6% | 79.1%+6.4pp | 75.3%+10.2pp | 70.2%+15.4pp |
| Annual return | 9.35% | 8.51%+0.8pp | 14.59%-5.2pp | 5.13%+4.2pp |
| Employer contribution / active EE | $588 | $2,869-79.5% | $2,682-78.1% | $1,974-70.2% |
| Participant deferral / active EE | $3,255 | $2,903+12.1% | $3,096+5.1% | $3,061+6.3% |
| Admin fee / account holder | $127 | $70+82.7% | $3,139-95.9% | $95+34.7% |