Filed May 18, 2005
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.1+ years Filed as: WELLS FARGO ADVISORS Service code 29 · EIN 34-1542819 | Legal | $41,683 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $24,078 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,994 | $72,770-40.9% | $67,652-36.4% | $55,191-22.1% |
| Participation rate | 99.7% | 78.8%+20.9pp | 75.7%+24.1pp | 69.2%+30.6pp |
| Annual return | -0.86% | -3.26%+2.4pp | 6625.04%-6625.9pp | 10.78%-11.6pp |
| Employer contribution / active EE | $740 | $1,769-58.2% | $2,266-67.4% | $1,899-61.1% |
| Participant deferral / active EE | $2,102 | $3,408-38.3% | $3,560-41.0% | $3,046-31.0% |
| Admin fee / account holder | $183 | $79+132.8% | $4,821-96.2% | $91+102.1% |