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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $35,720 |
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 | $40,909 | $54,045-24.3% | $115,157-64.5% | $65,185-37.2% |
| Participation rate | 100.0% | 63.5%+36.5pp | 75.9%+24.1pp | 70.2%+29.8pp |
| Annual return | 18.55% | 26.55%-8.0pp | 35.60%-17.1pp | 29.38%-10.8pp |
| Employer contribution / active EE | $2,657 | $1,653+60.7% | $3,179-16.4% | $2,177+22.1% |
| Participant deferral / active EE | $2,256 | $2,504-9.9% | $4,168-45.9% | $3,514-35.8% |
| Admin fee / account holder | $99 | $626-84.2% | $7,088-98.6% | $847-88.3% |