Filed December 1, 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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $43,334 |
WELLS FARGO BANK, N.A.1 year Filed as: WEELS FARGO ADVISORS LLC Service code 49 | Other Services | $25,000 |
EUGENE ROBINSON CO. INC.1 year Filed as: EUGENE H HUANG Service code 55 4721 PROCTOR AVENUE · OAKLAND, CA 94618 | Other Commissions | $5,068 |
JOANNE LANGONE1 year Filed as: JOANNE REDMOND Service code 55 5013 EAGLESHAM CT · RENO, NV 89519 | Other Commissions | $4,712 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS LLC Service code 49 · EIN 36-4001764 | Other Services | $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 | $52,981 | $36,916+43.5% | $156,549-66.2% | $57,658-8.1% |
| Participation rate | 80.4% | 63.4%+17.0pp | 84.0%-3.6pp | 70.2%+10.2pp |
| Annual return | 6.06% | 12.38%-6.3pp | 32.23%-26.2pp | 5.13%+0.9pp |
| Employer contribution / active EE | $939 | $1,571-40.2% | $5,501-82.9% | $1,974-52.4% |
| Participant deferral / active EE | $2,738 | $1,926+42.2% | $4,871-43.8% | $3,061-10.5% |
| Admin fee / account holder | $66 | $82-19.8% | $13,027-99.5% | $95-30.0% |