Filed September 19, 2006 (most recent of 2 filings on file)
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 | $43,464 |
401(K) ADVISORS INC2+ years Filed as: WF ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $26,875 |
Annual investment return 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 | $38,972 | $71,192-45.3% | $117,854-66.9% | $62,292-37.4% |
| Participation rate | 84.6% | 74.2%+10.4pp | 79.7%+5.0pp | 69.5%+15.1pp |
| Annual return | 12.64% | 18.66%-6.0pp | 335.08%-322.4pp | 28.90%-16.3pp |
| Employer contribution / active EE | $1,905 | $1,934-1.5% | $3,786-49.7% | $2,042-6.7% |
| Participant deferral / active EE | $2,415 | $3,189-24.3% | $4,482-46.1% | $3,169-23.8% |
| Admin fee / account holder | $180 | $587-69.3% | $8,020-97.8% | $479-62.4% |