Filed November 17, 2008
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 |
|---|---|---|
MACPAGE LLC1+ years Service code 10 · EIN 01-0242373 30 LONG CREEK DRIVE · SOUTH PORTLAND, ME 04106 | Accounting | $13,600 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 ONE NORTH JEFFERSON · ST LOUIS, MO 63103 | Advisory (Plan) | $8,333 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $285,492 | $70,002+307.8% | $115,037+148.2% | $52,331+445.6% |
| Participation rate | 99.5% | 72.1%+27.4pp | 81.4%+18.1pp | 68.1%+31.4pp |
| Annual return | 1.02% | 4.04%-3.0pp | 26.14%-25.1pp | 4.54%-3.5pp |
| Employer contribution / active EE | $8,634 | $2,715+218.0% | $4,608+87.4% | $1,882+358.8% |
| Participant deferral / active EE | $14,336 | $4,920+191.4% | $6,026+137.9% | $3,022+374.4% |
| Admin fee / account holder | $532 | $566-5.9% | $8,175-93.5% | $592-10.0% |