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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $35,365 |
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 | $35,640 | $65,557-45.6% | $105,738-66.3% | $56,287-36.7% |
| Participation rate | 99.5% | 63.4%+36.1pp | 76.3%+23.2pp | 69.9%+29.7pp |
| Annual return | 35.68% | -1.32%+37.0pp | 6.27%+29.4pp | -9.96%+45.6pp |
| Employer contribution / active EE | $2,190 | $1,788+22.5% | $3,268-33.0% | $2,111+3.7% |
| Participant deferral / active EE | $1,816 | $2,418-24.9% | $4,080-55.5% | $3,350-45.8% |
| Admin fee / account holder | $102 | $561-81.8% | $6,913-98.5% | $521-80.4% |