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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $28,881 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $97,524 | $64,909+50.2% | $82,313+18.5% | $62,292+56.6% |
| Participation rate | 92.4% | 74.9%+17.5pp | 76.9%+15.5pp | 69.5%+22.9pp |
| Annual return | 14.36% | 21.18%-6.8pp | 25.88%-11.5pp | 28.90%-14.5pp |
| Employer contribution / active EE | $1,477 | $1,676-11.9% | $2,428-39.2% | $2,042-27.7% |
| Participant deferral / active EE | $6,296 | $3,103+102.9% | $3,706+69.9% | $3,169+98.7% |
| Admin fee / account holder | $327 | $440-25.6% | $5,608-94.2% | $479-31.8% |