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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $36,070 |
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 | $52,018 | $58,101-10.5% | $118,925-56.3% | $73,409-29.1% |
| Participation rate | 96.8% | 56.1%+40.7pp | 75.4%+21.5pp | 72.2%+24.7pp |
| Annual return | 12.60% | 20.56%-8.0pp | 35.88%-23.3pp | 59.29%-46.7pp |
| Employer contribution / active EE | $2,200 | $1,445+52.2% | $3,263-32.6% | $2,234-1.5% |
| Participant deferral / active EE | $2,246 | $2,400-6.4% | $4,265-47.3% | $3,805-41.0% |
| Admin fee / account holder | $112 | $138-18.9% | $6,581-98.3% | $158-29.1% |