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 |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 ONE NORTH JEFFERSON · ST LOUIS, MO 63103 | Advisory (Plan) | $25,000 |
Service code 27 · EIN 01-0378211 PO BOX 9729 · PORTLAND, ME 041045029 | Advisory (Plan) | $20,885 |
MACPAGE LLC3+ years Service code 10 · EIN 01-0242373 30 LONG CREEK DRIVE · SOUTH PORTLAND, ME 04106 | Accounting | $14,000 |
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 | $338,085 | $80,753+318.7% | $136,294+148.1% | $62,292+442.7% |
| Participation rate | 98.5% | 73.5%+24.9pp | 81.9%+16.6pp | 69.5%+29.0pp |
| Annual return | 17.30% | 35.83%-18.5pp | 5155.94%-5138.6pp | 28.90%-11.6pp |
| Employer contribution / active EE | $9,206 | $2,884+219.2% | $4,695+96.1% | $2,042+350.8% |
| Participant deferral / active EE | $9,734 | $5,164+88.5% | $6,247+55.8% | $3,169+207.2% |
| Admin fee / account holder | $494 | $525-6.1% | $9,243-94.7% | $479+3.0% |