Filed February 18, 2004 (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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $90,322 |
WELLS FARGO BANK, N.A.2 years Service code 15 · EIN 94-1347393 | Recordkeeping | $73,141 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,435 | $67,512-25.3% | $185,823-72.9% | $93,030-45.8% |
| Participation rate | 89.8% | 67.1%+22.7pp | 81.7%+8.1pp | 73.9%+15.9pp |
| Annual return | 24.68% | 21.04%+3.6pp | 122.05%-97.4pp | 158.70%-134.0pp |
| Employer contribution / active EE | $1,645 | $1,783-7.7% | $5,167-68.2% | $2,706-39.2% |
| Participant deferral / active EE | $3,027 | $3,035-0.3% | $5,568-45.6% | $4,562-33.7% |
| Admin fee / account holder | $129 | $318-59.5% | $16,237-99.2% | $152-15.2% |