Filed June 30, 2008
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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $206,916 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $51,621 |
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 | $5,319 | $32,929-83.8% | $76,523-93.0% | $68,904-92.3% |
| Participation rate | 79.0% | 38.1%+40.9pp | 68.0%+11.0pp | 74.1%+4.9pp |
| Annual return | 27.69% | 7.15%+20.5pp | -0.27%+28.0pp | 1.07%+26.6pp |
| Employer contribution / active EE | $179 | $904-80.2% | $2,647-93.2% | $2,540-93.0% |
| Participant deferral / active EE | $850 | $1,310-35.1% | $3,835-77.8% | $4,015-78.8% |
| Admin fee / account holder | $44 | $93-52.7% | $4,848-99.1% | $71-38.3% |