Filed May 20, 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 |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $192,474 |
Filed as: GREAT-WEST FINANCIAL RET PL SVC LLC Service code 15 · EIN 20-3267580 | Recordkeeping | $120,055 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR ASSOCIATES Service code 27 · EIN 36-4317381 | Advisory (Plan) | $41,132 |
MAINSTAY1+ years Service code 27 · EIN 52-2206685 | Advisory (Plan) | $0 |
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 | $85,979 | $54,890+56.6% | $63,517+35.4% | $59,188+45.3% |
| Participation rate | 94.5% | 75.6%+18.9pp | 71.0%+23.4pp | 69.4%+25.0pp |
| Annual return | 0.62% | 4.56%-3.9pp | -70.30%+70.9pp | 5.51%-4.9pp |
| Employer contribution / active EE | $2,867 | $1,831+56.6% | $2,322+23.5% | $2,098+36.7% |
| Participant deferral / active EE | $5,321 | $2,803+89.9% | $2,953+80.2% | $3,265+63.0% |
| Admin fee / account holder | $111 | $66+67.1% | $5,892-98.1% | $92+19.9% |