Filed July 25, 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 Filed as: WELLS FARGO ADVISORS LLC. Service code 27 · EIN 34-1542819 | Advisory (Plan) | $35,136 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,594 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $88,197 | $74,089+19.0% | $133,980-34.2% | $55,167+59.9% |
| Participation rate | 98.5% | 84.3%+14.2pp | 87.1%+11.4pp | 69.0%+29.5pp |
| Annual return | 6.72% | 12.11%-5.4pp | 29.30%-22.6pp | 169.23%-162.5pp |
| Employer contribution / active EE | $4,677 | $3,064+52.7% | $5,211-10.3% | $1,963+138.3% |
| Participant deferral / active EE | $6,425 | $4,678+37.3% | $6,282+2.3% | $3,054+110.4% |
| Admin fee / account holder | $22 | $458-95.3% | $9,324-99.8% | $504-95.7% |