Filed March 23, 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 Service code 15 · EIN 94-1347393 | Recordkeeping | $3,665 |
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 | $23,886 | $46,761-48.9% | $106,619-77.6% | $57,658-58.6% |
| Participation rate | 99.6% | 56.9%+42.8pp | 78.0%+21.6pp | 70.2%+29.4pp |
| Annual return | 5.25% | 15.77%-10.5pp | 9.42%-4.2pp | 5.13%+0.1pp |
| Employer contribution / active EE | $1,551 | $1,274+21.7% | $3,947-60.7% | $1,974-21.4% |
| Participant deferral / active EE | $1,248 | $1,954-36.1% | $3,930-68.2% | $3,061-59.2% |
| Admin fee / account holder | $79 | $97-17.9% | $6,418-98.8% | $95-15.9% |