Filed October 27, 2006 (most recent of 2 filings on file)
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 |
|---|---|---|
DAILYACCESS CORPORATION1+ years Service code 15 · EIN 63-1156117 | Recordkeeping | $39,778 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 27 11512 EL CAMINO REAL, SUITE 210 · SAN DIEGO, CA 92130 | Advisory (Plan) | $33,906 |
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 | $57,151 | $70,667-19.1% | $123,104-53.6% | $52,331+9.2% |
| Participation rate | 78.5% | 83.7%-5.2pp | 86.8%-8.2pp | 68.1%+10.4pp |
| Annual return | 7.83% | 6.23%+1.6pp | 13.22%-5.4pp | 4.54%+3.3pp |
| Employer contribution / active EE | $3,514 | $2,946+19.3% | $5,151-31.8% | $1,882+86.8% |
| Participant deferral / active EE | $3,615 | $4,493-19.5% | $6,230-42.0% | $3,022+19.6% |
| Admin fee / account holder | $270 | $506-46.7% | $9,015-97.0% | $592-54.4% |